JNBA Financial Advisors’s Cummins CMI Stock Holding History

JNBA Financial Advisors’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	$35.7K	Sell	50 -9	-15%	-$5.93K	﹤0.01%	363
2026 Q1	$31.7K	Hold	59	–	–	﹤0.01%	363
2025 Q4	$30.1K	Hold	59	–	–	﹤0.01%	377
2025 Q3	$24.9K	Hold	59	–	–	﹤0.01%	390
2025 Q2	$19.3K	Hold	59	–	–	﹤0.01%	397
2025 Q1	$18.5K	Hold	59	–	–	﹤0.01%	393
2024 Q4	$20.6K	Sell	59 -50	-46%	-$17.6K	﹤0.01%	383
2024 Q3	$35.3K	Hold	109	–	–	﹤0.01%	329
2024 Q2	$30.2K	Hold	109	–	–	﹤0.01%	339
2024 Q1	$32.1K	Buy	109 +100	+1,111%	+$25.8K	﹤0.01%	333
2023 Q4	$2.16K	Sell	9 -50	-85%	-$11.4K	﹤0.01%	611
2023 Q3	$13.5K	Hold	59	–	–	﹤0.01%	430
2023 Q2	$14.5K	Hold	59	–	–	﹤0.01%	424
2023 Q1	$14.1K	Hold	59	–	–	﹤0.01%	434
2022 Q4	$14.3K	Sell	59 -7	-11%	-$1.67K	﹤0.01%	414
2022 Q3	$13K	Buy	66 +7	+12%	+$1.49K	﹤0.01%	423
2022 Q2	$11K	Hold	59	–	–	﹤0.01%	475
2022 Q1	$12K	Hold	59	–	–	﹤0.01%	476
2021 Q4	$13K	Hold	59	–	–	﹤0.01%	491
2021 Q3	$13K	Hold	59	–	–	﹤0.01%	480
2021 Q2	$14K	Hold	59	–	–	﹤0.01%	447
2021 Q1	$15K	Hold	59	–	–	﹤0.01%	419
2020 Q4	$13K	Sell	59 -50	-46%	-$11.2K	﹤0.01%	410
2020 Q3	$23K	Hold	109	–	–	﹤0.01%	321
2020 Q2	$19K	Hold	109	–	–	﹤0.01%	333
2020 Q1	$15K	Hold	109	–	–	﹤0.01%	342
2019 Q4	$20K	Sell	109 -34	-24%	-$5.98K	﹤0.01%	345
2019 Q3	$23K	Buy	143 +43	+43%	+$6.88K	﹤0.01%	316
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	366
2019 Q1	$16K	Hold	100	–	–	﹤0.01%	349
2018 Q4	$13K	Buy	+100	New	+$14.1K	﹤0.01%	345
2018 Q3	–	Sell	-100	Closed	-$13K	–	526
2018 Q2	$13K	Hold	100	–	–	﹤0.01%	371
2018 Q1	$16K	Hold	100	–	–	﹤0.01%	328
2017 Q4	$18K	Hold	100	–	–	﹤0.01%	323
2017 Q3	$17K	Hold	100	–	–	﹤0.01%	313
2017 Q2	$16K	Hold	100	–	–	﹤0.01%	314
2017 Q1	$15K	Hold	100	–	–	﹤0.01%	320
2016 Q4	$14K	Sell	100 -1,020	-91%	-$137K	﹤0.01%	333
2016 Q3	$144K	Buy	1,120 +1,020	+1,020%	+$124K	0.02%	285
2016 Q2	$11K	Hold	100	–	–	﹤0.01%	342
2016 Q1	$11K	Hold	100	–	–	﹤0.01%	344
2015 Q4	$9K	Hold	100	–	–	﹤0.01%	353
2015 Q3	$11K	Hold	100	–	–	﹤0.01%	344
2015 Q2	$13K	Hold	100	–	–	﹤0.01%	333
2015 Q1	$14K	Hold	100	–	–	0.01%	331
2014 Q4	$14K	Hold	100	–	–	0.01%	323
2014 Q3	$13K	Hold	100	–	–	0.01%	335
2014 Q2	$15K	Hold	100	–	–	0.01%	305
2014 Q1	$15K	Hold	100	–	–	0.01%	284
2013 Q4	$14K	Hold	100	–	–	0.01%	287
2013 Q3	$13K	Hold	100	–	–	0.01%	284
2013 Q2	$11K	Buy	+100	New	+$11.3K	0.01%	250

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

JNBA Financial Advisors's CMI Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Cummins (CMI) stake by 15% in Q2 2026, selling an estimated $5.93K and leaving 50 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

JNBA Financial Advisors first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $144K in Q3 2016. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

JNBA Financial Advisors held 50 shares of Cummins worth $35.7K as of Q2 2026.
JNBA Financial Advisors sold 9 Cummins shares in Q2 2026, an estimated $5.93K.
Cummins made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #363 holding.
JNBA Financial Advisors first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Cummins position peaked at $144K in Q3 2016.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.