Allegiance Financial Group Advisory Services’s Cummins CMI Stock Holding History

Allegiance Financial Group Advisory Services’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 Q2	$252K	Buy	+354	New	+$233K	0.04%	166

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CMI Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Cummins (CMI) in Q2 2026: 354 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings.

1,482 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Allegiance Financial Group Advisory Services held 354 shares of Cummins worth $252K as of Q2 2026.
Cummins was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Cummins made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #166 holding.
1,482 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.