Summit Financial’s Compass Pathways CMPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$173K Hold
12,194
﹤0.01% 1544
2026
Q1
$67.4K Buy
12,194
+50
+0.4% +$336 ﹤0.01% 1388
2025
Q4
$83.8K Sell
12,144
-140
-1% -$854 ﹤0.01% 1274
2025
Q3
$70.4K Buy
+12,284
New +$55.2K ﹤0.01% 1227

Other funds holding CMPS

Summit Financial's CMPS Position: Q2 2026 in Review

Summit Financial held its Compass Pathways (CMPS) position steady in Q2 2026 at 12,194 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Summit Financial first reported a position in CMPS in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

  • Summit Financial held 12,194 shares of Compass Pathways worth $173K as of Q2 2026.
  • Summit Financial left its Compass Pathways share count unchanged in Q2 2026.
  • Compass Pathways made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1544 holding.
  • Summit Financial first reported a position in Compass Pathways in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.