Summit Securities Group’s Compass Diversified CODI Stock Holding History

Summit Securities Group’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.3K	Buy	+2,870	New	+$31.5K	﹤0.01%	655

Other funds holding CODI

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Summit Securities Group's CODI Position: Q3 2026 in Review

Summit Securities Group opened a new position in Compass Diversified (CODI) in Q3 2026: 2,870 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

81 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

Summit Securities Group held 2,870 shares of Compass Diversified worth $31.3K as of Q3 2026.
Compass Diversified was a new Summit Securities Group position in Q3 2026.
Compass Diversified made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #655 holding.
81 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.