BDF Gestion’s Cummins CMI Stock Holding History

BDF Gestion’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	$1.61M	Sell	3,121 -396	-11%	-$239K	0.22%	110
2026 Q2	$4.35M	Sell	3,517 -396	-10%	-$261K	0.58%	36
2026 Q1	$2.11M	Hold	3,913	–	–	0.28%	92
2025 Q4	$2M	Sell	3,913 -261	-6%	-$122K	0.24%	102
2025 Q3	$1.76M	Sell	4,174 -868	-17%	-$333K	0.21%	117
2025 Q2	$1.65M	Sell	5,042 -551	-10%	-$171K	0.18%	116
2025 Q1	$1.75M	Hold	5,593	–	–	0.19%	123
2024 Q4	$1.95M	Sell	5,593 -727	-12%	-$255K	0.2%	115
2024 Q3	$1.83M	Hold	6,320	–	–	0.2%	127
2024 Q2	$1.75M	Buy	+6,320	New	+$1.81M	0.17%	134

Other funds holding CMI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BDF Gestion's CMI Position: Q3 2026 in Review

BDF Gestion reduced its Cummins (CMI) stake by 11% in Q3 2026, selling an estimated $239K and leaving 3,121 shares worth $1.61M. The position accounts for 0.22% of the portfolio, ranked #110.

BDF Gestion first reported a position in CMI in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.35M in Q2 2026. 353 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

BDF Gestion held 3,121 shares of Cummins worth $1.61M as of Q3 2026.
BDF Gestion sold 396 Cummins shares in Q3 2026, an estimated $239K.
Cummins made up 0.22% of BDF Gestion's portfolio in Q3 2026, its #110 holding.
BDF Gestion first reported a position in Cummins in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Cummins position peaked at $4.35M in Q2 2026.
353 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.