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Independent Financial Group’s Cummins CMI Stock Holding History

Independent Financial Group’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 		$4.34M Buy
6,088
+1,104
+22% +$727K 0.08% 240
2026
Q1 		$2.68M Buy
4,984
+429
+9% +$243K 0.06% 332
2025
Q4 		$2.33M Buy
4,555
+817
+22% +$382K 0.05% 353
2025
Q3 		$1.58M Sell
3,738
-111
-3% -$42.6K 0.04% 458
2025
Q2 		$1.26M Buy
3,849
+197
+5% +$61K 0.03% 475
2025
Q1 		$1.14M Buy
3,652
+316
+9% +$111K 0.04% 448
2024
Q4 		$1.16M Buy
3,336
+426
+15% +$150K 0.04% 435
2024
Q3 		$942K Buy
2,910
+1,004
+53% +$297K 0.03% 458
2024
Q2 		$528K Buy
1,906
+204
+12% +$58.3K 0.02% 588
2024
Q1 		$501K Buy
1,702
+299
+21% +$77.1K 0.02% 584
2023
Q4 		$336K Hold
1,403
– – 0.02% 673
2023
Q3 		$321K Sell
1,403
-109
-7% -$26.3K 0.02% 632
2023
Q2 		$371K Buy
1,512
+45
+3% +$10.2K 0.03% 560
2023
Q1 		$350K Buy
1,467
+47
+3% +$11.5K 0.03% 555
2022
Q4 		$344K Hold
1,420
– – 0.03% 524
2022
Q3 		$289K Buy
1,420
+58
+4% +$12.3K 0.03% 550
2022
Q2 		$264K Hold
1,362
– – 0.03% 541
2022
Q1 		$279K Hold
1,362
– – 0.02% 624
2021
Q4 		$297K Sell
1,362
-135
-9% -$30.8K 0.02% 597
2021
Q3 		$336K Buy
1,497
+139
+10% +$32.6K 0.03% 496
2021
Q2 		$331K Sell
1,358
-47
-3% -$12K 0.04% 504
2021
Q1 		$364K Sell
1,405
-34
-2% -$8.49K 0.05% 409
2020
Q4 		$327K Hold
1,439
– – 0.05% 408
2020
Q3 		$304K Buy
1,439
+27
+2% +$5.38K 0.06% 345
2020
Q2 		$245K Buy
+1,412
New +$226K 0.05% 364

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 $3.37T AUM 44.26% 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

Independent Financial Group's CMI Position: Q2 2026 in Review

Independent Financial Group increased its Cummins (CMI) stake by 22% in Q2 2026, buying an estimated $727K and bringing the position to 6,088 shares worth $4.34M. The position accounts for 0.08% of the portfolio, ranked #240.

Independent Financial Group first reported a position in CMI in Q2 2020 and has held it in 25 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Independent Financial Group held 6,088 shares of Cummins worth $4.34M as of Q2 2026.
  • Independent Financial Group bought 1,104 Cummins shares in Q2 2026, an estimated $727K.
  • Cummins made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #240 holding.
  • Independent Financial Group first reported a position in Cummins in Q2 2020 and has held it in 25 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.