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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
Q3 		$4.3M Buy
8,327
+224
+3% +$135K 0.03% 485
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors's CMI Position: Q3 2026 in Review

Farther Finance Advisors increased its Cummins (CMI) stake by 2.8% in Q3 2026, buying an estimated $135K and bringing the position to 8,327 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #485.

Farther Finance Advisors first reported a position in CMI in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.78M in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Farther Finance Advisors held 8,327 shares of Cummins worth $4.3M as of Q3 2026.
  • Farther Finance Advisors bought 224 Cummins shares in Q3 2026, an estimated $135K.
  • Cummins made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #485 holding.
  • Farther Finance Advisors first reported a position in Cummins in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Cummins position peaked at $5.78M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.