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Comprehensive Financial Consultants Institutional’s Cummins CMI Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$4.71M Sell
6,607
-652
-9% -$430K 1.25% 22
2026
Q1 		$3.91M Sell
7,259
-52
-0.7% -$29.4K 1.16% 26
2025
Q4 		$3.73M Buy
7,311
+6,327
+643% +$2.96M 1.13% 29
2025
Q3 		$416K Sell
984
-1
-0.1% -$383 0.13% 133
2025
Q2 		$323K Hold
985
– – 0.11% 147
2025
Q1 		$309K Hold
985
– – 0.11% 145
2024
Q4 		$343K Hold
985
– – 0.12% 137
2024
Q3 		$319K Hold
985
– – 0.12% 141
2024
Q2 		$273K Sell
985
-56
-5% -$16K 0.11% 142
2024
Q1 		$307K Buy
1,041
+56
+6% +$14.4K 0.13% 135
2023
Q4 		$236K Hold
985
– – 0.11% 140
2023
Q3 		$225K Buy
985
+2
+0.2% +$483 0.12% 142
2023
Q2 		$251K Hold
983
– – 0.13% 141
2023
Q1 		$235K Sell
983
-2
-0.2% -$488 0.13% 142
2022
Q4 		$246K Hold
985
– – 0.15% 138
2022
Q3 		$216K Buy
+985
New +$210K 0.14% 146
2022
Q1 		– Sell
-957
Closed -$195K – 201
2021
Q4 		$195K Buy
+957
New +$218K 0.13% 159

Other funds holding CMI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CMI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Cummins (CMI) stake by 9% in Q2 2026, selling an estimated $430K and leaving 6,607 shares worth $4.71M. The position accounts for 1.25% of the portfolio, ranked #22.

Comprehensive Financial Consultants Institutional first reported a position in CMI in Q4 2021 and has held it in 17 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 6,607 shares of Cummins worth $4.71M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 652 Cummins shares in Q2 2026, an estimated $430K.
  • Cummins made up 1.25% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #22 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Cummins in Q4 2021 and has held it in 17 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.