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Farther Finance Advisors’s Cummins CMI Stock Holding History

Farther Finance 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
Q2 		$5.78M Buy
8,103
+283
+4% +$186K 0.05% 363
2026
Q1 		$4.3M Buy
7,820
+201
+3% +$114K 0.04% 386
2025
Q4 		$3.89M Buy
7,619
+1,735
+29% +$811K 0.04% 372
2025
Q3 		$2.49M Buy
5,884
+2,449
+71% +$939K 0.04% 375
2025
Q2 		$1.12M Buy
3,435
+682
+25% +$211K 0.02% 547
2025
Q1 		$868K Buy
2,753
+513
+23% +$181K 0.02% 568
2024
Q4 		$781K Sell
2,240
-227
-9% -$79.7K 0.03% 445
2024
Q3 		$799K Buy
2,467
+288
+13% +$85.3K 0.03% 418
2024
Q2 		$593K Buy
2,179
+239
+12% +$68.3K 0.03% 431
2024
Q1 		$571K Buy
1,940
+287
+17% +$74K 0.03% 362
2023
Q4 		$396K Buy
1,653
+1,215
+277% +$276K 0.03% 399
2023
Q3 		$100K Buy
438
+43
+11% +$10.4K 0.02% 552
2023
Q2 		$96.8K Sell
395
-92
-19% -$20.8K 0.02% 471
2023
Q1 		$116K Sell
487
-27
-5% -$6.59K 0.03% 365
2022
Q4 		$125K Buy
+514
New +$122K 0.05% 287

Other funds holding CMI

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

Farther Finance Advisors's CMI Position: Q2 2026 in Review

Farther Finance Advisors increased its Cummins (CMI) stake by 3.6% in Q2 2026, buying an estimated $186K and bringing the position to 8,103 shares worth $5.78M. The position accounts for 0.05% of the portfolio, ranked #363.

Farther Finance Advisors first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Farther Finance Advisors held 8,103 shares of Cummins worth $5.78M as of Q2 2026.
  • Farther Finance Advisors bought 283 Cummins shares in Q2 2026, an estimated $186K.
  • Cummins made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #363 holding.
  • Farther Finance Advisors first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.