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Cooper Financial Group’s Cummins CMI Stock Holding History

Cooper Financial Group’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 		$263K Buy
+368
New +$242K 0.02% 374

Other funds holding CMI

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cooper Financial Group's CMI Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Cummins (CMI) in Q2 2026: 368 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

321 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cooper Financial Group held 368 shares of Cummins worth $263K as of Q2 2026.
  • Cummins was a new Cooper Financial Group position in Q2 2026.
  • Cummins made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #374 holding.
  • 321 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.