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Grove Bank & Trust’s Cummins CMI Stock Holding History

Grove Bank & Trust’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 		$204K Sell
395
-10
-2% -$6.03K 0.02% 270
2026
Q2 		$289K Hold
405
– – 0.03% 223
2026
Q1 		$218K Buy
405
+3
+0.7% +$1.7K 0.02% 245
2025
Q4 		$205K Hold
402
– – 0.02% 255
2025
Q3 		$170K Hold
402
– – 0.02% 268
2025
Q2 		$132K Buy
402
+14
+4% +$4.33K 0.02% 299
2025
Q1 		$122K Buy
388
+305
+367% +$107K 0.02% 298
2024
Q4 		$28.9K Buy
83
+27
+48% +$9.48K ﹤0.01% 420
2024
Q3 		$18.1K Buy
56
+30
+115% +$8.89K ﹤0.01% 451
2024
Q2 		$7.2K Hold
26
– – ﹤0.01% 500
2024
Q1 		$7.66K Hold
26
– – ﹤0.01% 513
2023
Q4 		$6.23K Hold
26
– – ﹤0.01% 518
2023
Q3 		$5.94K Sell
26
-121
-82% -$29.2K ﹤0.01% 559
2023
Q2 		$36K Hold
147
– – 0.01% 398
2023
Q1 		$35.1K Buy
147
+13
+10% +$3.17K 0.01% 409
2022
Q4 		$32K Buy
+134
New +$31.9K 0.01% 419
2018
Q1 		– Sell
-70
Closed -$12K – 221
2017
Q4 		$12K Sell
70
-92
-57% -$15.7K 0.01% 421
2017
Q3 		$27K Hold
162
– – 0.01% 363
2017
Q2 		$26K Buy
162
+92
+131% +$14.3K 0.02% 344
2017
Q1 		$11K Hold
70
– – 0.01% 337
2016
Q4 		$10K Buy
+70
New +$9.37K 0.01% 369
2016
Q2 		– Sell
-854
Closed -$94K – 279
2016
Q1 		$94K Hold
854
– – 0.09% 121
2015
Q4 		$75K Buy
+854
New +$85.3K 0.07% 145

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Grove Bank & Trust's CMI Position: Q3 2026 in Review

Grove Bank & Trust reduced its Cummins (CMI) stake by 2.5% in Q3 2026, selling an estimated $6.03K and leaving 395 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #270.

Grove Bank & Trust first reported a position in CMI in Q4 2015 and has held it in 23 quarters since. The position peaked at $289K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Grove Bank & Trust held 395 shares of Cummins worth $204K as of Q3 2026.
  • Grove Bank & Trust sold 10 Cummins shares in Q3 2026, an estimated $6.03K.
  • Cummins made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #270 holding.
  • Grove Bank & Trust first reported a position in Cummins in Q4 2015 and has held it in 23 quarters since.
  • Grove Bank & Trust's Cummins position peaked at $289K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.