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Fiduciary Alliance’s Cummins CMI Stock Holding History

Fiduciary Alliance’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 		$692K Buy
+971
New +$640K 0.05% 318
2023
Q3 		– Sell
-5
Closed -$1.23K – 300
2023
Q2 		$1.23K Buy
+5
New +$1.13K ﹤0.01% 846
2023
Q1 		– Sell
-5
Closed -$1.21K – 275
2022
Q4 		$1.21K Buy
+5
New +$1.19K ﹤0.01% 751

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
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

Fiduciary Alliance's CMI Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Cummins (CMI) in Q2 2026: 971 shares worth $692K. The stake represents 0.05% of the portfolio and ranks #318 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in CMI as recently as Q2 2023.

Fiduciary Alliance first reported a position in CMI in Q4 2022 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fiduciary Alliance held 971 shares of Cummins worth $692K as of Q2 2026.
  • Cummins was a new Fiduciary Alliance position in Q2 2026.
  • Cummins made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #318 holding.
  • Fiduciary Alliance first reported a position in Cummins in Q4 2022 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.