Advocate Group
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Advocate Group’s Cummins CMI Stock Holding History

Advocate Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.03M Sell
13,607
-565
-4% -$341K 1.09% 39
2026
Q2 		$10.1M Sell
14,172
-3,976
-22% -$2.62M 1.52% 20
2026
Q1 		$9.8M Sell
18,148
-1,198
-6% -$678K 1.53% 22
2025
Q4 		$9.9M Sell
19,346
-2,790
-13% -$1.3M 1.6% 21
2025
Q3 		$9.35M Sell
22,136
-525
-2% -$201K 1.54% 20
2025
Q2 		$7.42M Buy
22,661
+307
+1% +$95K 1.33% 30
2025
Q1 		$7.01M Sell
22,354
-251
-1% -$88.4K 1.28% 36
2024
Q4 		$7.88M Sell
22,605
-546
-2% -$192K 1.48% 28
2024
Q3 		$7.5M Buy
23,151
+192
+0.8% +$56.9K 1.36% 31
2024
Q2 		$6.36M Buy
22,959
+185
+0.8% +$52.9K 1.28% 33
2024
Q1 		$6.71M Buy
22,774
+39
+0.2% +$10.1K 1.33% 32
2023
Q4 		$5.45M Sell
22,735
-2,708
-11% -$616K 1.17% 37
2023
Q3 		$5.81M Sell
25,443
-2,154
-8% -$520K 1.35% 29
2023
Q2 		$6.77M Sell
27,597
-608
-2% -$138K 1.49% 22
2023
Q1 		$6.74M Sell
28,205
-1,078
-4% -$263K 1.47% 24
2022
Q4 		$7.09M Buy
29,283
+1,202
+4% +$286K 1.53% 23
2022
Q3 		$5.72M Buy
28,081
+1,010
+4% +$215K 1.41% 26
2022
Q2 		$5.24M Buy
+27,071
New +$5.41M 1.22% 36

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Advocate Group's CMI Position: Q3 2026 in Review

Advocate Group reduced its Cummins (CMI) stake by 4% in Q3 2026, selling an estimated $341K and leaving 13,607 shares worth $7.03M. The position accounts for 1.09% of the portfolio, ranked #39.

Advocate Group first reported a position in CMI in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.1M in Q2 2026. 810 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Advocate Group held 13,607 shares of Cummins worth $7.03M as of Q3 2026.
  • Advocate Group sold 565 Cummins shares in Q3 2026, an estimated $341K.
  • Cummins made up 1.09% of Advocate Group's portfolio in Q3 2026, its #39 holding.
  • Advocate Group first reported a position in Cummins in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Cummins position peaked at $10.1M in Q2 2026.
  • 810 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.