TD Capital Management
COMP icon

TD Capital Management’s Compass COMP Stock Holding History

TD Capital Management’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
Q3 		$21.8K Hold
2,454
– – ﹤0.01% 355
2026
Q2 		$30.3K Hold
2,454
– – ﹤0.01% 303
2026
Q1 		$17.9K Buy
+2,454
New +$25.8K ﹤0.01% 382

Other funds holding COMP

Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

TD Capital Management's COMP Position: Q3 2026 in Review

TD Capital Management held its Compass (COMP) position steady in Q3 2026 at 2,454 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

TD Capital Management first reported a position in COMP in Q1 2026 and has held it in 3 quarters since. The position peaked at $30.3K in Q2 2026. 202 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

  • TD Capital Management held 2,454 shares of Compass worth $21.8K as of Q3 2026.
  • TD Capital Management left its Compass share count unchanged in Q3 2026.
  • Compass made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #355 holding.
  • TD Capital Management first reported a position in Compass in Q1 2026 and has held it in 3 quarters since.
  • TD Capital Management's Compass position peaked at $30.3K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.