Five Oceans Advisors
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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
Q3 		$250K Sell
484
-30
-6% -$18.1K 0.1% 149
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Five Oceans Advisors's CMI Position: Q3 2026 in Review

Five Oceans Advisors reduced its Cummins (CMI) stake by 5.8% in Q3 2026, selling an estimated $18.1K and leaving 484 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #149.

Five Oceans Advisors first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $367K in Q2 2026. 534 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Five Oceans Advisors held 484 shares of Cummins worth $250K as of Q3 2026.
  • Five Oceans Advisors sold 30 Cummins shares in Q3 2026, an estimated $18.1K.
  • Cummins made up 0.1% of Five Oceans Advisors's portfolio in Q3 2026, its #149 holding.
  • Five Oceans Advisors first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Five Oceans Advisors's Cummins position peaked at $367K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.