COMPASS FINANCIAL MANAGEMENT LLC’s Compass Minerals CMP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$3.11K	Buy	+100	New	+$2.83K	﹤0.01%	1263

Other funds holding CMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CMP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Compass Minerals (CMP) in Q2 2026: 100 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings.

139 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 100 shares of Compass Minerals worth $3.11K as of Q2 2026.
Compass Minerals was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Compass Minerals made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1263 holding.
139 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.