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Patriot Financial Group Insurance Agency’s Compass Minerals CMP Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-12,959
Closed -$260K – 503
2025
Q2 		$260K Buy
12,959
+1,098
+9% +$17.7K 0.03% 435
2025
Q1 		$110K Buy
+11,861
New +$135K 0.01% 473
2024
Q1 		– Sell
-8,228
Closed -$208K – 489
2023
Q4 		$208K Buy
8,228
+194
+2% +$4.95K 0.04% 419
2023
Q3 		$225K Buy
8,034
+1,047
+15% +$33.7K 0.05% 390
2023
Q2 		$238K Sell
6,987
-429
-6% -$14.2K 0.04% 387
2023
Q1 		$254K Buy
7,416
+740
+11% +$29.6K 0.05% 372
2022
Q4 		$274K Buy
6,676
+713
+12% +$29.5K 0.04% 334
2022
Q3 		$230K Sell
5,963
-5
-0.1% -$191 0.06% 346
2022
Q2 		$211K Buy
5,968
+1,647
+38% +$81.5K 0.04% 364
2022
Q1 		$271K Buy
4,321
+810
+23% +$46K 0.05% 349
2021
Q4 		$179K Buy
3,511
+91
+3% +$5.55K 0.03% 475
2021
Q3 		$220K Buy
3,420
+740
+28% +$48.7K 0.04% 429
2021
Q2 		$159K Buy
2,680
+1,063
+66% +$70.6K 0.03% 484
2021
Q1 		$101K Buy
1,617
+234
+17% +$15K 0.02% 553
2020
Q4 		$85K Buy
1,383
+958
+225% +$59.4K 0.02% 548
2020
Q3 		$25K Buy
425
+151
+55% +$8.32K 0.01% 728
2020
Q2 		$13K Buy
274
+194
+243% +$9K 0.01% 879
2020
Q1 		$3K Buy
80
+13
+19% +$708 ﹤0.01% 1190
2019
Q4 		$4K Buy
+67
New +$3.8K ﹤0.01% 1001

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 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

Patriot Financial Group Insurance Agency's CMP Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Compass Minerals (CMP) in Q3 2025, closing a stake of 12,959 shares — an estimated $260K sold.

Patriot Financial Group Insurance Agency first reported a position in CMP in Q4 2019 and held it in 19 quarters. The position peaked at $274K in Q4 2022. 199 funds tracked by Wall St. Rank hold CMP as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Compass Minerals position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,959 Compass Minerals shares in Q3 2025, an estimated $260K.
  • Patriot Financial Group Insurance Agency first reported a position in Compass Minerals in Q4 2019 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Compass Minerals position peaked at $274K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.