MidWestOne Financial Group’s Cummins CMI Stock Holding History

MidWestOne 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 Q4	$1.39M	Hold	2,731	–	–	0.15%	123
2025 Q3	$1.15M	Buy	2,731 +10	+0.4%	+$3.83K	0.14%	141
2025 Q2	$891K	Hold	2,721	–	–	0.12%	171
2025 Q1	$853K	Hold	2,721	–	–	0.12%	168
2024 Q4	$949K	Buy	2,721 +150	+6%	+$52.7K	0.13%	157
2024 Q3	$832K	Hold	2,571	–	–	0.11%	177
2024 Q2	$712K	Hold	2,571	–	–	0.13%	184
2024 Q1	$758K	Hold	2,571	–	–	0.14%	180
2023 Q4	$616K	Sell	2,571 -30	-1%	-$6.82K	0.12%	192
2023 Q3	$594K	Hold	2,601	–	–	0.13%	171
2023 Q2	$638K	Sell	2,601 -21	-0.8%	-$4.75K	0.14%	182
2023 Q1	$626K	Hold	2,622	–	–	0.14%	168
2022 Q4	$635K	Hold	2,622	–	–	0.14%	155
2022 Q3	$534K	Hold	2,622	–	–	0.14%	148
2022 Q2	$507K	Hold	2,622	–	–	0.13%	160
2022 Q1	$538K	Hold	2,622	–	–	0.12%	172
2021 Q4	$572K	Hold	2,622	–	–	0.12%	168
2021 Q3	$589K	Hold	2,622	–	–	0.14%	148
2021 Q2	$639K	Hold	2,622	–	–	0.15%	134
2021 Q1	$679K	Hold	2,622	–	–	0.16%	127
2020 Q4	$595K	Hold	2,622	–	–	0.16%	135
2020 Q3	$554K	Hold	2,622	–	–	0.18%	135
2020 Q2	$454K	Hold	2,622	–	–	0.19%	88
2020 Q1	$355K	Hold	2,622	–	–	0.13%	141
2019 Q4	$469K	Buy	2,622 +598	+30%	+$105K	0.1%	158
2019 Q3	$329K	Buy	2,024 +2	+0.1%	+$320	0.1%	168
2019 Q2	$346K	Buy	+2,022	New	+$331K	0.1%	193

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MidWestOne Financial Group's CMI Position: Q4 2025 in Review

MidWestOne Financial Group held its Cummins (CMI) position steady in Q4 2025 at 2,731 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #123.

MidWestOne Financial Group first reported a position in CMI in Q2 2019 and has held it in 27 quarters since. 1,872 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

MidWestOne Financial Group held 2,731 shares of Cummins worth $1.39M as of Q4 2025.
MidWestOne Financial Group left its Cummins share count unchanged in Q4 2025.
Cummins made up 0.15% of MidWestOne Financial Group's portfolio in Q4 2025, its #123 holding.
MidWestOne Financial Group first reported a position in Cummins in Q2 2019 and has held it in 27 quarters since.
1,872 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.