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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
2025
Q2 		– Sell
-4,800
Closed -$1.5M – 1372
2025
Q1 		$1.5M Sell
4,800
-20,200
-81% -$7.12M 0.01% 661
2024
Q4 		$8.71M Buy
+25,000
New +$8.78M 0.05% 254

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

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

Jefferies Financial Group reduced its Cummins (CMI) stake by 67% in Q2 2026, selling an estimated $2.19M and leaving 1,613 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #906.

Jefferies Financial Group first reported a position in CMI in Q4 2022 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Jefferies Financial Group held 1,613 shares of Cummins worth $1.15M as of Q2 2026.
  • Jefferies Financial Group sold 3,321 Cummins shares in Q2 2026, an estimated $2.19M.
  • Cummins made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #906 holding.
  • Jefferies Financial Group first reported a position in Cummins in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's Cummins position peaked at $11.1M in Q3 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.