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Family Legacy Financial Solutions’s Cummins CMI Stock Holding History

Family Legacy Financial 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 		$883K Sell
1,238
-159
-11% -$105K 0.54% 25
2026
Q1 		$769K Sell
1,397
-794
-36% -$449K 0.62% 28
2025
Q4 		$1.12M Sell
2,191
-67
-3% -$31.3K 0.86% 22
2025
Q3 		$954K Buy
2,258
+69
+3% +$26.5K 0.73% 27
2025
Q2 		$717K Buy
+2,189
New +$678K 0.61% 28

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Family Legacy Financial Solutions's CMI Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Cummins (CMI) stake by 11% in Q2 2026, selling an estimated $105K and leaving 1,238 shares worth $883K. The position accounts for 0.54% of the portfolio, ranked #25.

Family Legacy Financial Solutions first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2025. 665 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Family Legacy Financial Solutions held 1,238 shares of Cummins worth $883K as of Q2 2026.
  • Family Legacy Financial Solutions sold 159 Cummins shares in Q2 2026, an estimated $105K.
  • Cummins made up 0.54% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #25 holding.
  • Family Legacy Financial Solutions first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Cummins position peaked at $1.12M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.