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BOK Financial Private Wealth’s Cummins CMI Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-6
Closed -$2.09K – 511
2024
Q4 		$2.09K Buy
6
+3
+100% +$1.05K ﹤0.01% 442
2024
Q3 		$972 Hold
3
– – ﹤0.01% 496
2024
Q2 		$831 Buy
+3
New +$857 ﹤0.01% 452
2022
Q3 		– Sell
-120
Closed -$23K – 366
2022
Q2 		$23K Buy
+120
New +$24K ﹤0.01% 308
2017
Q3 		– Sell
-1,257
Closed -$204K – 128
2017
Q2 		$204K Buy
+1,257
New +$195K 0.03% 133

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BOK Financial Private Wealth's CMI Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Cummins (CMI) in Q1 2025, closing a stake of 6 shares — an estimated $2.09K sold.

BOK Financial Private Wealth first reported a position in CMI in Q2 2017 and held it in 5 quarters. The position peaked at $204K in Q2 2017. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 6 Cummins shares in Q1 2025, an estimated $2.09K.
  • BOK Financial Private Wealth first reported a position in Cummins in Q2 2017 and held it in 5 quarters.
  • BOK Financial Private Wealth's Cummins position peaked at $204K in Q2 2017.
  • 1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.