True North Advisors’s Compass COMP Stock Holding History

True North Advisors’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	$342K	Buy	+38,460	New	+$436K	0.03%	233

Other funds holding COMP

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True North Advisors's COMP Position: Q3 2026 in Review

True North Advisors opened a new position in Compass (COMP) in Q3 2026: 38,460 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings.

53 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

True North Advisors held 38,460 shares of Compass worth $342K as of Q3 2026.
Compass was a new True North Advisors position in Q3 2026.
Compass made up 0.03% of True North Advisors's portfolio in Q3 2026, its #233 holding.
53 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on True North Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.