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Catalyst Financial Partners’s Cummins CMI Stock Holding History

Catalyst Financial Partners’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 		$874K Sell
1,226
-138
-10% -$90.9K 0.09% 137
2026
Q1 		$734K Sell
1,364
-114
-8% -$64.5K 0.09% 143
2025
Q4 		$754K Buy
1,478
+151
+11% +$70.6K 0.08% 128
2025
Q3 		$560K Buy
1,327
+539
+68% +$207K 0.07% 153
2025
Q2 		$258K Buy
788
+73
+10% +$22.6K 0.03% 254
2025
Q1 		$224K Buy
715
+26
+4% +$9.16K 0.04% 253
2024
Q4 		$240K Buy
689
+20
+3% +$7.03K 0.05% 242
2024
Q3 		$217K Buy
+669
New +$198K 0.04% 249

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Catalyst Financial Partners's CMI Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Cummins (CMI) stake by 10% in Q2 2026, selling an estimated $90.9K and leaving 1,226 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #137.

Catalyst Financial Partners first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Catalyst Financial Partners held 1,226 shares of Cummins worth $874K as of Q2 2026.
  • Catalyst Financial Partners sold 138 Cummins shares in Q2 2026, an estimated $90.9K.
  • Cummins made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #137 holding.
  • Catalyst Financial Partners first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.