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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
Q2 		– Sell
-24
Closed -$560 – 959
2026
Q1 		$560 Buy
+24
New +$565 ﹤0.01% 2833

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SCM
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PFSRSONJ
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Root Financial Partners's CMP Position: Q2 2026 in Review

Root Financial Partners sold out of Compass Minerals (CMP) in Q2 2026, closing a stake of 24 shares — an estimated $560 sold.

Root Financial Partners first reported a position in CMP in Q1 2026 and held it in 1 quarter. The position peaked at $560 in Q1 2026. 40 funds tracked by Wall St. Rank hold CMP as of Q2 2026.

  • Root Financial Partners reported no remaining Compass Minerals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 24 Compass Minerals shares in Q2 2026, an estimated $560.
  • Root Financial Partners first reported a position in Compass Minerals in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Compass Minerals position peaked at $560 in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.