First Affirmative Financial Network’s Cummins CMI Stock Holding History

First Affirmative Financial Network’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	$538K	Buy	+1,042	New	+$629K	0.12%	166
2026 Q1	$545K	Buy	+1,013	New	+$573K	0.21%	111
2025 Q3	$298K	Buy	705 +94	+15%	+$36K	0.14%	190
2025 Q2	$200K	Sell	611 -55	-8%	-$17K	0.1%	252
2025 Q1	$209K	Sell	666 -129	-16%	-$45.4K	0.13%	225
2024 Q4	$277K	Sell	795 -141	-15%	-$49.5K	0.16%	168
2024 Q3	$303K	Sell	936 -240	-20%	-$71.1K	0.17%	168
2024 Q2	$326K	Sell	1,176 -9	-0.8%	-$2.57K	0.23%	138
2024 Q1	$349K	Buy	1,185 +8	+0.7%	+$2.06K	0.26%	124
2023 Q4	$282K	Buy	1,177 +72	+7%	+$16.4K	0.23%	152
2023 Q3	$252K	Buy	1,105 +78	+8%	+$18.8K	0.25%	134
2023 Q2	$252K	Buy	+1,027	New	+$233K	0.25%	129

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

First Affirmative Financial Network's CMI Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Cummins (CMI) in Q3 2026: 1,042 shares worth $538K. The stake represents 0.12% of the portfolio and ranks #166 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CMI as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CMI in Q2 2023 and has held it in 12 quarters since. The position peaked at $545K in Q1 2026. 539 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

First Affirmative Financial Network held 1,042 shares of Cummins worth $538K as of Q3 2026.
Cummins was a new First Affirmative Financial Network position in Q3 2026.
Cummins made up 0.12% of First Affirmative Financial Network's portfolio in Q3 2026, its #166 holding.
First Affirmative Financial Network first reported a position in Cummins in Q2 2023 and has held it in 12 quarters since.
First Affirmative Financial Network's Cummins position peaked at $545K in Q1 2026.
539 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.