Root Financial Partners
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Root Financial Partners’s Compass Minerals CMP Stock Holding History

Root Financial Partners’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 		$4.63K Buy
+210
New +$5.6K ﹤0.01% 2261
2026
Q2 		– Sell
-24
Closed -$560 – 959
2026
Q1 		$560 Buy
+24
New +$565 ﹤0.01% 2833

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Root Financial Partners's CMP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Compass Minerals (CMP) in Q3 2026: 210 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #2261 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CMP as recently as Q1 2026.

Root Financial Partners first reported a position in CMP in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

  • Root Financial Partners held 210 shares of Compass Minerals worth $4.63K as of Q3 2026.
  • Compass Minerals was a new Root Financial Partners position in Q3 2026.
  • Compass Minerals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2261 holding.
  • Root Financial Partners first reported a position in Compass Minerals in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.