SVB Wealth’s Compass Minerals CMP Stock Holding History

SVB Wealth’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 Q2	–	Sell	-24	Closed	-$223	–	744
2025 Q1	$223	Buy	+24	New	+$274	﹤0.01%	1467

Other funds holding CMP

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's CMP Position: Q2 2025 in Review

SVB Wealth sold out of Compass Minerals (CMP) in Q2 2025, closing a stake of 24 shares — an estimated $223 sold.

SVB Wealth first reported a position in CMP in Q1 2025 and held it in 1 quarter. The position peaked at $223 in Q1 2025. 210 funds tracked by Wall St. Rank hold CMP as of Q2 2025.

SVB Wealth reported no remaining Compass Minerals position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 24 Compass Minerals shares in Q2 2025, an estimated $223.
SVB Wealth first reported a position in Compass Minerals in Q1 2025 and held it in 1 quarter.
SVB Wealth's Compass Minerals position peaked at $223 in Q1 2025.
210 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.