First Citizens Financial Corp’s Cummins CMI Stock Holding History

First Citizens Financial Corp’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	$3.26M	Sell	4,566 -1,174	-20%	-$774K	1.36%	19
2026 Q1	$3.09M	Hold	5,740	–	–	1.46%	20
2025 Q4	$2.93M	Sell	5,740 -250	-4%	-$117K	1.45%	19
2025 Q3	$2.53M	Hold	5,990	–	–	1.25%	20
2025 Q2	$1.96M	Hold	5,990	–	–	1.08%	25
2025 Q1	$1.88M	Hold	5,990	–	–	1.06%	29
2024 Q4	$2.09M	Hold	5,990	–	–	1.13%	26
2024 Q3	$1.94M	Hold	5,990	–	–	1.03%	29
2024 Q2	$1.66M	Hold	5,990	–	–	0.98%	28
2024 Q1	$1.76M	Hold	5,990	–	–	1.05%	26
2023 Q4	$1.44M	Hold	5,990	–	–	0.92%	29
2023 Q3	$1.37M	Hold	5,990	–	–	0.96%	29
2023 Q2	$1.47M	Buy	+5,990	New	+$1.36M	1%	28
2022 Q4	$460K	Hold	1,900	–	–	0.4%	51
2022 Q3	$387K	Hold	1,900	–	–	0.38%	54
2022 Q2	$368K	Sell	1,900 -45	-2%	-$9K	0.32%	60
2022 Q1	$399K	Buy	1,945 +45	+2%	+$9.73K	0.3%	64
2021 Q4	$414K	Hold	1,900	–	–	0.3%	61
2021 Q3	$427K	Hold	1,900	–	–	0.34%	57
2021 Q2	$463K	Hold	1,900	–	–	0.35%	56
2021 Q1	$492K	Hold	1,900	–	–	0.4%	47
2020 Q4	$431K	Hold	1,900	–	–	0.38%	54
2020 Q3	$401K	Hold	1,900	–	–	0.4%	51
2020 Q2	$329K	Hold	1,900	–	–	0.34%	59
2020 Q1	$257K	Hold	1,900	–	–	0.34%	62
2019 Q4	$340K	Buy	+1,900	New	+$334K	0.34%	61

Other funds holding CMI

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 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) 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

First Citizens Financial Corp's CMI Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Cummins (CMI) stake by 20% in Q2 2026, selling an estimated $774K and leaving 4,566 shares worth $3.26M. The position accounts for 1.36% of the portfolio, ranked #19.

First Citizens Financial Corp first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

First Citizens Financial Corp held 4,566 shares of Cummins worth $3.26M as of Q2 2026.
First Citizens Financial Corp sold 1,174 Cummins shares in Q2 2026, an estimated $774K.
Cummins made up 1.36% of First Citizens Financial Corp's portfolio in Q2 2026, its #19 holding.
First Citizens Financial Corp first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.