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Five Oceans Advisors’s Cummins CMI Stock Holding History

Five Oceans 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
Q2 		$367K Buy
514
+1
+0.2% +$659 0.12% 113
2026
Q1 		$276K Buy
513
+2
+0.4% +$1.13K 0.1% 131
2025
Q4 		$261K Hold
511
– – 0.09% 137
2025
Q3 		$216K Buy
+511
New +$196K 0.08% 172

Other funds holding CMI

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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Five Oceans Advisors's CMI Position: Q2 2026 in Review

Five Oceans Advisors increased its Cummins (CMI) stake by 0.19% in Q2 2026, buying an estimated $659 and bringing the position to 514 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #113.

Five Oceans Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Five Oceans Advisors held 514 shares of Cummins worth $367K as of Q2 2026.
  • Five Oceans Advisors bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.12% of Five Oceans Advisors's portfolio in Q2 2026, its #113 holding.
  • Five Oceans Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.