Hantz Financial Services
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Hantz Financial Services’s Cummins CMI Stock Holding History

Hantz Financial Services’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 		$5.01M Sell
9,696
-357
-4% -$215K 0.07% 183
2026
Q2 		$7.17M Sell
10,053
-150
-1% -$98.8K 0.1% 133
2026
Q1 		$5.49M Sell
10,203
-162
-2% -$91.7K 0.08% 166
2025
Q4 		$5.29M Buy
10,365
+306
+3% +$143K 0.08% 186
2025
Q3 		$4.25M Sell
10,059
-38
-0.4% -$14.6K 0.06% 224
2025
Q2 		$3.31M Buy
10,097
+202
+2% +$62.5K 0.05% 262
2025
Q1 		$3.1M Buy
+9,895
New +$3.49M 0.05% 265

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hantz Financial Services's CMI Position: Q3 2026 in Review

Hantz Financial Services reduced its Cummins (CMI) stake by 3.6% in Q3 2026, selling an estimated $215K and leaving 9,696 shares worth $5.01M. The position accounts for 0.07% of the portfolio, ranked #183.

Hantz Financial Services first reported a position in CMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.17M in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Hantz Financial Services held 9,696 shares of Cummins worth $5.01M as of Q3 2026.
  • Hantz Financial Services sold 357 Cummins shares in Q3 2026, an estimated $215K.
  • Cummins made up 0.07% of Hantz Financial Services's portfolio in Q3 2026, its #183 holding.
  • Hantz Financial Services first reported a position in Cummins in Q1 2025 and has held it in 7 quarters since.
  • Hantz Financial Services's Cummins position peaked at $7.17M in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.