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Wealthspire Advisors (New York)’s Compass COMP Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		$146K Buy
+11,818
New +$98.4K ﹤0.01% 1202
2025
Q4 		– Sell
-450
Closed -$3.61K – 1404
2025
Q3 		$3.61K Buy
+450
New +$3.65K ﹤0.01% 2445

Other funds holding COMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Wealthspire Advisors (New York)'s COMP Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Compass (COMP) in Q2 2026: 11,818 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in COMP as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in COMP in Q3 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Wealthspire Advisors (New York) held 11,818 shares of Compass worth $146K as of Q2 2026.
  • Compass was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Compass made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1202 holding.
  • Wealthspire Advisors (New York) first reported a position in Compass in Q3 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.