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B. Riley Wealth Advisors’s Cummins CMI Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,163
Closed -$594K – 936
2025
Q4 		$594K Sell
1,163
-115,137
-99% -$53.8M 0.03% 466
2025
Q3 		$491K Buy
+116,300
New +$44.6M 0.02% 535

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

B. Riley Wealth Advisors's CMI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Cummins (CMI) stake by 16% in Q2 2026, selling an estimated $223K and leaving 1,758 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #267.

B. Riley Wealth Advisors first reported a position in CMI in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.13M in Q2 2023. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • B. Riley Wealth Advisors held 1,758 shares of Cummins worth $1.21M as of Q2 2026.
  • B. Riley Wealth Advisors sold 338 Cummins shares in Q2 2026, an estimated $223K.
  • Cummins made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • B. Riley Wealth Advisors first reported a position in Cummins in Q3 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Cummins position peaked at $4.13M in Q2 2023.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.