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Twin Peaks Wealth Advisors’s Compass COMP Stock Holding History

Twin Peaks Wealth 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
Q1 		$3.7K Buy
+506
New +$5.32K ﹤0.01% 1500
2025
Q3 		– Sell
-44
Closed -$373 – 561
2025
Q2 		$373 Buy
+44
New +$301 ﹤0.01% 1965

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's COMP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Compass (COMP) in Q1 2026: 506 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in COMP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in COMP in Q2 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold COMP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 506 shares of Compass worth $3.7K as of Q1 2026.
  • Compass was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Compass made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1500 holding.
  • Twin Peaks Wealth Advisors first reported a position in Compass in Q2 2025 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Compass as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.