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Allworth Financial’s Compass Minerals CMP Stock Holding History

Allworth Financial’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60K Buy
1,929
+1,581
+454% +$44.7K ﹤0.01% 2321
2026
Q1 		$8.13K Buy
348
+35
+11% +$824 ﹤0.01% 3648
2025
Q4 		$6.15K Buy
313
+156
+99% +$2.89K ﹤0.01% 3588
2025
Q3 		$3.02K Buy
157
+5
+3% +$99 ﹤0.01% 3817
2025
Q2 		$3.05K Buy
+152
New +$2.46K ﹤0.01% 3526
2025
Q1 		– Sell
-2,180
Closed -$29.8K – 4080
2024
Q4 		$29.8K Buy
2,180
+403
+23% +$5.26K ﹤0.01% 1850
2024
Q3 		$21.4K Sell
1,777
-61
-3% -$647 ﹤0.01% 1866
2024
Q2 		$22.6K Buy
1,838
+1,755
+2,114% +$22.6K ﹤0.01% 1800
2024
Q1 		$1.31K Buy
83
+31
+60% +$651 ﹤0.01% 2989
2023
Q4 		$1.32K Sell
52
-469
-90% -$12K ﹤0.01% 2853
2023
Q3 		$14.6K Buy
+521
New +$16.8K ﹤0.01% 1709
2023
Q2 		– Sell
-4
Closed -$138 – 3276
2023
Q1 		$138 Sell
4
-35
-90% -$1.4K ﹤0.01% 3069
2022
Q4 		$1.6K Buy
39
+24
+160% +$992 ﹤0.01% 2315
2022
Q3 		$1K Buy
+15
New +$572 ﹤0.01% 2341

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM

Allworth Financial's CMP Position: Q2 2026 in Review

Allworth Financial increased its Compass Minerals (CMP) stake by 454% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,929 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Allworth Financial first reported a position in CMP in Q3 2022 and has held it in 14 quarters since. 233 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Allworth Financial held 1,929 shares of Compass Minerals worth $60K as of Q2 2026.
  • Allworth Financial bought 1,581 Compass Minerals shares in Q2 2026, an estimated $44.7K.
  • Compass Minerals made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2321 holding.
  • Allworth Financial first reported a position in Compass Minerals in Q3 2022 and has held it in 14 quarters since.
  • 233 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.