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Equitable Trust’s Compass Minerals CMP Stock Holding History

Equitable Trust’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
Q3 		$551K Hold
25,000
– – 0.02% 297
2026
Q2 		$778K Buy
+25,000
New +$707K 0.03% 266
2023
Q4 		– Sell
-7,270
Closed -$203K – 398
2023
Q3 		$203K Buy
7,270
+594
+9% +$19.1K 0.02% 388
2023
Q2 		$227K Hold
6,676
– – 0.02% 379
2023
Q1 		$229K Buy
+6,676
New +$267K 0.02% 373

Other funds holding CMP

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Equitable Trust's CMP Position: Q3 2026 in Review

Equitable Trust held its Compass Minerals (CMP) position steady in Q3 2026 at 25,000 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #297.

Equitable Trust first reported a position in CMP in Q1 2023 and has held it in 5 quarters since. The position peaked at $778K in Q2 2026. 18 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

  • Equitable Trust held 25,000 shares of Compass Minerals worth $551K as of Q3 2026.
  • Equitable Trust left its Compass Minerals share count unchanged in Q3 2026.
  • Compass Minerals made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #297 holding.
  • Equitable Trust first reported a position in Compass Minerals in Q1 2023 and has held it in 5 quarters since.
  • Equitable Trust's Compass Minerals position peaked at $778K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.