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Financial Solutions Advisory Group’s Cummins CMI Stock Holding History

Financial Solutions Advisory Group’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 		$5.79M Sell
8,595
-370
-4% -$244K 0.73% 26
2026
Q1 		$4.82M Buy
+8,965
New +$5.07M 0.67% 27

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

Financial Solutions Advisory Group's CMI Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Cummins (CMI) stake by 4.1% in Q2 2026, selling an estimated $244K and leaving 8,595 shares worth $5.79M. The position accounts for 0.73% of the portfolio, ranked #26.

Financial Solutions Advisory Group first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Financial Solutions Advisory Group held 8,595 shares of Cummins worth $5.79M as of Q2 2026.
  • Financial Solutions Advisory Group sold 370 Cummins shares in Q2 2026, an estimated $244K.
  • Cummins made up 0.73% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Financial Solutions Advisory Group first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.