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Sunbelt Securities’s Compass COMP Stock Holding History

Sunbelt Securities’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607 Buy
83
+80
+2,667% +$841 ﹤0.01% 2234
2025
Q4 		$32 Buy
+3
New +$27 ﹤0.01% 2687

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Sunbelt Securities's COMP Position: Q1 2026 in Review

Sunbelt Securities increased its Compass (COMP) stake by 2,667% in Q1 2026, buying an estimated $841 and bringing the position to 83 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Sunbelt Securities first reported a position in COMP in Q4 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

  • Sunbelt Securities held 83 shares of Compass worth $607 as of Q1 2026.
  • Sunbelt Securities bought 80 Compass shares in Q1 2026, an estimated $841.
  • Compass made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2234 holding.
  • Sunbelt Securities first reported a position in Compass in Q4 2025 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.