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Blue Fin Capital’s Cummins CMI Stock Holding History

Blue Fin Capital’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 		$285K Hold
400
– – 0.04% 145
2026
Q1 		$215K Hold
400
– – 0.04% 150
2025
Q4 		$204K Buy
+400
New +$187K 0.03% 153

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Blue Fin Capital's CMI Position: Q2 2026 in Review

Blue Fin Capital held its Cummins (CMI) position steady in Q2 2026 at 400 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #145.

Blue Fin Capital first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Blue Fin Capital held 400 shares of Cummins worth $285K as of Q2 2026.
  • Blue Fin Capital left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Blue Fin Capital's portfolio in Q2 2026, its #145 holding.
  • Blue Fin Capital first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.