EPIQ Partners
CMI icon

EPIQ Partners’s Cummins CMI Stock Holding History

EPIQ 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
Q3 		$223K Hold
432
– – 0.1% 93
2026
Q2 		$308K Hold
432
– – 0.13% 76
2026
Q1 		$232K Hold
432
– – 0.11% 78
2025
Q4 		$221K Buy
+432
New +$202K 0.1% 73

Other funds holding CMI

Fisher Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

EPIQ Partners's CMI Position: Q3 2026 in Review

EPIQ Partners held its Cummins (CMI) position steady in Q3 2026 at 432 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #93.

EPIQ Partners first reported a position in CMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $308K in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • EPIQ Partners held 432 shares of Cummins worth $223K as of Q3 2026.
  • EPIQ Partners left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.1% of EPIQ Partners's portfolio in Q3 2026, its #93 holding.
  • EPIQ Partners first reported a position in Cummins in Q4 2025 and has held it in 4 quarters since.
  • EPIQ Partners's Cummins position peaked at $308K in Q2 2026.
  • 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.