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Exencial Wealth Advisors’s Cummins CMI Stock Holding History

Exencial Wealth Advisors’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
Q1 		$250K Buy
+464
New +$263K 0.01% 515

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Exencial Wealth Advisors's CMI Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Cummins (CMI) in Q1 2026: 464 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

1,961 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Exencial Wealth Advisors held 464 shares of Cummins worth $250K as of Q1 2026.
  • Cummins was a new Exencial Wealth Advisors position in Q1 2026.
  • Cummins made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #515 holding.
  • 1,961 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.