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Dynamic Advisor Solutions’s Cummins CMI Stock Holding History

Dynamic Advisor Solutions’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 		$1.03M Sell
1,440
-246
-15% -$162K 0.03% 485
2026
Q1 		$907K Buy
1,686
+148
+10% +$83.8K 0.03% 487
2025
Q4 		$785K Buy
1,538
+81
+6% +$37.9K 0.03% 513
2025
Q3 		$615K Sell
1,457
-54
-4% -$20.7K 0.02% 572
2025
Q2 		$495K Sell
1,511
-26
-2% -$8.05K 0.02% 607
2025
Q1 		$482K Buy
1,537
+54
+4% +$19K 0.02% 591
2024
Q4 		$517K Sell
1,483
-41
-3% -$14.4K 0.02% 424
2024
Q3 		$493K Sell
1,524
-91
-6% -$27K 0.01% 618
2024
Q2 		$447K Sell
1,615
-132
-8% -$37.7K 0.01% 649
2024
Q1 		$515K Buy
1,747
+85
+5% +$21.9K 0.02% 598
2023
Q4 		$396K Sell
1,662
-21
-1% -$4.77K 0.01% 632
2023
Q3 		$385K Buy
1,683
+150
+10% +$36.2K 0.02% 590
2023
Q2 		$376K Sell
1,533
-192
-11% -$43.5K 0.02% 576
2023
Q1 		$412K Buy
1,725
+150
+10% +$36.6K 0.02% 517
2022
Q4 		$382K Buy
1,575
+169
+12% +$40.2K 0.03% 506
2022
Q3 		$286K Buy
1,406
+350
+33% +$74.5K 0.02% 542
2022
Q2 		$204K Buy
1,056
+77
+8% +$15.4K 0.02% 648
2022
Q1 		$201K Sell
979
-247
-20% -$53.4K 0.01% 682
2021
Q4 		$267K Sell
1,226
-237
-16% -$54K 0.02% 606
2021
Q3 		$329K Buy
1,463
+15
+1% +$3.52K 0.02% 552
2021
Q2 		$353K Sell
1,448
-6
-0.4% -$1.53K 0.03% 504
2021
Q1 		$377K Sell
1,454
-31
-2% -$7.75K 0.04% 448
2020
Q4 		$337K Buy
1,485
+135
+10% +$30.3K 0.03% 463
2020
Q3 		$285K Sell
1,350
-143
-10% -$28.5K 0.03% 439
2020
Q2 		$259K Buy
+1,493
New +$239K 0.04% 415
2020
Q1 		– Sell
-1,565
Closed -$280K – 504
2019
Q4 		$280K Hold
1,565
– – 0.04% 426
2019
Q3 		$255K Buy
1,565
+308
+25% +$49.3K 0.04% 407
2019
Q2 		$215K Sell
1,257
-92
-7% -$15.1K 0.03% 439
2019
Q1 		$213K Buy
+1,349
New +$202K 0.04% 367
2018
Q2 		– Sell
-1,363
Closed -$221K – 415
2018
Q1 		$221K Buy
+1,363
New +$234K 0.06% 318

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

Dynamic Advisor Solutions's CMI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Cummins (CMI) stake by 15% in Q2 2026, selling an estimated $162K and leaving 1,440 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #485.

Dynamic Advisor Solutions first reported a position in CMI in Q1 2018 and has held it in 30 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Dynamic Advisor Solutions held 1,440 shares of Cummins worth $1.03M as of Q2 2026.
  • Dynamic Advisor Solutions sold 246 Cummins shares in Q2 2026, an estimated $162K.
  • Cummins made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #485 holding.
  • Dynamic Advisor Solutions first reported a position in Cummins in Q1 2018 and has held it in 30 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.