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Founders Financial Alliance’s Cummins CMI Stock Holding History

Founders Financial Alliance’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 		$215K Sell
301
-808
-73% -$532K 0.03% 416
2026
Q1 		$596K Buy
1,109
+271
+32% +$153K 0.11% 185
2025
Q4 		$428K Sell
838
-426
-34% -$199K 0.08% 219
2025
Q3 		$534K Buy
1,264
+222
+21% +$85.1K 0.1% 187
2025
Q2 		$341K Sell
1,042
-297
-22% -$91.9K 0.08% 231
2025
Q1 		$420K Buy
1,339
+1
+0.1% +$352 0.1% 204
2024
Q4 		$466K Buy
1,338
+1
+0.1% +$351 0.13% 154
2024
Q3 		$433K Sell
1,337
-40
-3% -$11.8K 0.12% 164
2024
Q2 		$381K Sell
1,377
-55
-4% -$15.7K 0.11% 178
2024
Q1 		$422K Buy
+1,432
New +$369K 0.13% 165
2020
Q4 		– Sell
-876
Closed -$195K – 583
2020
Q3 		$195K Buy
+876
New +$175K 0.12% 161

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Founders Financial Alliance's CMI Position: Q2 2026 in Review

Founders Financial Alliance reduced its Cummins (CMI) stake by 73% in Q2 2026, selling an estimated $532K and leaving 301 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #416.

Founders Financial Alliance first reported a position in CMI in Q3 2020 and has held it in 11 quarters since. The position peaked at $596K in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Founders Financial Alliance held 301 shares of Cummins worth $215K as of Q2 2026.
  • Founders Financial Alliance sold 808 Cummins shares in Q2 2026, an estimated $532K.
  • Cummins made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #416 holding.
  • Founders Financial Alliance first reported a position in Cummins in Q3 2020 and has held it in 11 quarters since.
  • Founders Financial Alliance's Cummins position peaked at $596K in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.