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Caliber Wealth Management (Kansas)’s Cummins CMI Stock Holding History

Caliber Wealth Management (Kansas)’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 		$4.05M Buy
5,677
+192
+4% +$127K 0.39% 51
2026
Q1 		$2.95M Buy
5,485
+97
+2% +$54.9K 0.32% 67
2025
Q4 		$2.75M Sell
5,388
-1,538
-22% -$719K 0.3% 74
2025
Q3 		$2.93M Buy
6,926
+16
+0.2% +$6.13K 0.33% 70
2025
Q2 		$2.26M Buy
+6,910
New +$2.14M 0.24% 87

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Caliber Wealth Management (Kansas)'s CMI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Cummins (CMI) stake by 3.5% in Q2 2026, buying an estimated $127K and bringing the position to 5,677 shares worth $4.05M. The position accounts for 0.39% of the portfolio, ranked #51.

Caliber Wealth Management (Kansas) first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 5,677 shares of Cummins worth $4.05M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 192 Cummins shares in Q2 2026, an estimated $127K.
  • Cummins made up 0.39% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #51 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 791 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.