Mather Group
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Mather Group’s Cummins CMI Stock Holding History

Mather 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
Q3 		$1.83M Buy
3,548
+231
+7% +$139K 0.02% 277
2026
Q2 		$2.37M Buy
3,317
+106
+3% +$69.8K 0.02% 245
2026
Q1 		$1.73M Sell
3,211
-2
-0.1% -$1.13K 0.02% 243
2025
Q4 		$1.64M Buy
3,213
+17
+0.5% +$7.95K 0.02% 224
2025
Q3 		$1.35M Sell
3,196
-10
-0.3% -$3.83K 0.01% 238
2025
Q2 		$1.05M Sell
3,206
-8
-0.2% -$2.48K 0.01% 261
2025
Q1 		$1.01M Sell
3,214
-18
-0.6% -$6.34K 0.01% 257
2024
Q4 		$1.13M Sell
3,232
-59
-2% -$20.7K 0.01% 231
2024
Q3 		$1.07M Sell
3,291
-180
-5% -$53.3K 0.01% 236
2024
Q2 		$1.02M Buy
3,471
+126
+4% +$36K 0.01% 264
2024
Q1 		$801K Sell
3,345
-177
-5% -$45.6K 0.01% 253
2023
Q4 		$844K Sell
3,522
-203
-5% -$46.1K 0.01% 254
2023
Q3 		$851K Sell
3,725
-22
-0.6% -$5.31K 0.02% 239
2023
Q2 		$919K Buy
3,747
+1,977
+112% +$448K 0.01% 244
2023
Q1 		$423K Sell
1,770
-169
-9% -$41.3K 0.01% 345
2022
Q4 		$470K Buy
1,939
+185
+11% +$44K 0.01% 326
2022
Q3 		$357K Buy
1,754
+232
+15% +$49.4K 0.01% 334
2022
Q2 		$294K Sell
1,522
-7
-0.5% -$1.4K 0.01% 313
2022
Q1 		$314K Sell
1,529
-8
-0.5% -$1.73K 0.01% 339
2021
Q4 		$335K Buy
1,537
+41
+3% +$9.34K 0.01% 282
2021
Q3 		$336K Sell
1,496
-126
-8% -$29.5K 0.01% 209
2021
Q2 		$395K Sell
1,622
-121
-7% -$30.9K 0.01% 183
2021
Q1 		$452K Buy
1,743
+3
+0.2% +$749 0.01% 161
2020
Q4 		$395K Sell
1,740
-28
-2% -$6.29K 0.01% 155
2020
Q3 		$373K Sell
1,768
-427
-19% -$85.1K 0.01% 162
2020
Q2 		$380K Buy
+2,195
New +$351K 0.02% 155
2020
Q1 		– Sell
-2,413
Closed -$432K – 145
2019
Q4 		$432K Buy
+2,413
New +$425K 0.03% 97

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's CMI Position: Q3 2026 in Review

Mather Group increased its Cummins (CMI) stake by 7% in Q3 2026, buying an estimated $139K and bringing the position to 3,548 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #277.

Mather Group first reported a position in CMI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q2 2026. 436 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Mather Group held 3,548 shares of Cummins worth $1.83M as of Q3 2026.
  • Mather Group bought 231 Cummins shares in Q3 2026, an estimated $139K.
  • Cummins made up 0.02% of Mather Group's portfolio in Q3 2026, its #277 holding.
  • Mather Group first reported a position in Cummins in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Cummins position peaked at $2.37M in Q2 2026.
  • 436 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.