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Jefferies Financial Group’s Cummins CMI Stock Holding History

Jefferies 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
Q1 		$2.65M Sell
4,934
-1,683
-25% -$952K 0.02% 518
2025
Q4 		$3.38M Sell
6,617
-19,733
-75% -$9.22M 0.02% 605
2025
Q3 		$11.1M Buy
+26,350
New +$10.1M 0.05% 219
2025
Q2 		– Sell
-12,131
Closed -$3.8M – 1373
2025
Q1 		$3.8M Buy
12,131
+12,109
+55,041% +$4.27M 0.03% 373
2024
Q4 		$7.67K Buy
+22
New +$7.73K ﹤0.01% 1545
2024
Q3 		– Sell
-2,472
Closed -$685K – 1485
2024
Q2 		$685K Buy
+2,472
New +$706K 0.01% 861
2024
Q1 		– Sell
-28,410
Closed -$6.81M – 1662
2023
Q4 		$6.81M Buy
28,410
+26,793
+1,657% +$6.09M 0.04% 317
2023
Q3 		$369K Sell
1,617
-5,383
-77% -$1.3M ﹤0.01% 1171
2023
Q2 		$1.72M Buy
+7,000
New +$1.59M 0.02% 711
2023
Q1 		– Sell
-9,140
Closed -$2.21M – 1674
2022
Q4 		$2.21M Buy
+9,140
New +$2.17M 0.02% 623

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Financial Group's CMI Position: Q1 2026 in Review

Jefferies Financial Group reduced its Cummins (CMI) stake by 25% in Q1 2026, selling an estimated $952K and leaving 4,934 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #518.

Jefferies Financial Group first reported a position in CMI in Q4 2022 and has held it in 10 quarters since. The position peaked at $11.1M in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Jefferies Financial Group held 4,934 shares of Cummins worth $2.65M as of Q1 2026.
  • Jefferies Financial Group sold 1,683 Cummins shares in Q1 2026, an estimated $952K.
  • Cummins made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #518 holding.
  • Jefferies Financial Group first reported a position in Cummins in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Cummins position peaked at $11.1M in Q3 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.