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 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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

EPIQ Partners's CMI Position: Q2 2026 in Review

EPIQ Partners held its Cummins (CMI) position steady in Q2 2026 at 432 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #76.

EPIQ Partners first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

EPIQ Partners held 432 shares of Cummins worth $308K as of Q2 2026.
EPIQ Partners left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.13% of EPIQ Partners's portfolio in Q2 2026, its #76 holding.
EPIQ Partners first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
417 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.