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Focus Financial Network’s Cummins CMI Stock Holding History

Focus 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
Q2 		$447K Sell
627
-11
-2% -$7.25K 0.01% 511
2026
Q1 		$343K Sell
638
-203
-24% -$115K 0.01% 570
2025
Q4 		$429K Sell
841
-36
-4% -$16.8K 0.01% 485
2025
Q3 		$370K Sell
877
-291
-25% -$112K 0.01% 534
2025
Q2 		$383K Sell
1,168
-105
-8% -$32.5K 0.02% 502
2025
Q1 		$399K Sell
1,273
-8
-0.6% -$2.82K 0.02% 472
2024
Q4 		$447K Sell
1,281
-68
-5% -$23.9K 0.02% 437
2024
Q3 		$437K Sell
1,349
-168
-11% -$49.8K 0.02% 438
2024
Q2 		$448K Sell
1,517
-9
-0.6% -$2.57K 0.02% 425
2024
Q1 		$445K Sell
1,526
-3,776
-71% -$973K 0.02% 396
2023
Q4 		$1.27M Buy
5,302
+3,362
+173% +$764K 0.05% 274
2023
Q3 		$443K Buy
1,940
+4
+0.2% +$966 0.03% 377
2023
Q2 		$475K Buy
1,936
+25
+1% +$5.66K 0.03% 374
2023
Q1 		$457K Sell
1,911
-73
-4% -$17.8K 0.03% 369
2022
Q4 		$481K Buy
1,984
+78
+4% +$18.6K 0.04% 291
2022
Q3 		$388K Buy
1,906
+108
+6% +$23K 0.03% 326
2022
Q2 		$348K Sell
1,798
-54
-3% -$10.8K 0.03% 352
2022
Q1 		$380K Sell
1,852
-1,472
-44% -$318K 0.03% 347
2021
Q4 		$725K Buy
3,324
+211
+7% +$48.1K 0.11% 169
2021
Q3 		$699K Buy
3,113
+17
+0.5% +$3.98K 0.09% 196
2021
Q2 		$755K Buy
3,096
+152
+5% +$38.9K 0.1% 194
2021
Q1 		$763K Buy
2,944
+413
+16% +$103K 0.09% 189
2020
Q4 		$575K Sell
2,531
-85
-3% -$19.1K 0.05% 250
2020
Q3 		$552K Sell
2,616
-60
-2% -$12K 0.05% 251
2020
Q2 		$464K Buy
2,676
+175
+7% +$28K 0.05% 253
2020
Q1 		$338K Sell
2,501
-241
-9% -$37.6K 0.05% 262
2019
Q4 		$491K Sell
2,742
-5
-0.2% -$880 0.06% 245
2019
Q3 		$447K Sell
2,747
-2
-0.1% -$320 0.06% 239
2019
Q2 		$471K Buy
2,749
+8
+0.3% +$1.31K 0.07% 224
2019
Q1 		$433K Buy
+2,741
New +$411K 0.07% 223

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
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
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

Focus Financial Network's CMI Position: Q2 2026 in Review

Focus Financial Network reduced its Cummins (CMI) stake by 1.7% in Q2 2026, selling an estimated $7.25K and leaving 627 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #511.

Focus Financial Network first reported a position in CMI in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.27M in Q4 2023. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Focus Financial Network held 627 shares of Cummins worth $447K as of Q2 2026.
  • Focus Financial Network sold 11 Cummins shares in Q2 2026, an estimated $7.25K.
  • Cummins made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #511 holding.
  • Focus Financial Network first reported a position in Cummins in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Cummins position peaked at $1.27M in Q4 2023.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.