Pacifica Partners’s Cummins CMI Stock Holding History

Pacifica Partners’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	$9.26K	Hold	14	–	–	﹤0.01%	314
2026 Q1	$7.53K	Hold	14	–	–	﹤0.01%	336
2025 Q4	$7.31K	Hold	14	–	–	﹤0.01%	325
2025 Q3	$5.95K	Hold	14	–	–	﹤0.01%	376
2025 Q2	$4.56K	Hold	14	–	–	﹤0.01%	398
2025 Q1	$4.13K	Sell	14 -50	-78%	-$17.6K	﹤0.01%	392
2024 Q4	$22.3K	Buy	64 +20	+45%	+$7.03K	0.01%	271
2024 Q3	$14.2K	Hold	44	–	–	0.01%	330
2024 Q2	$12K	Hold	44	–	–	0.01%	345
2024 Q1	$12.6K	Hold	44	–	–	0.01%	340
2023 Q4	$10.1K	Hold	44	–	–	0.01%	364
2023 Q3	$9.92K	Buy	44 +14	+47%	+$3.38K	0.01%	349
2023 Q2	$7.3K	Hold	30	–	–	﹤0.01%	333
2023 Q1	$6.58K	Hold	30	–	–	﹤0.01%	356
2022 Q4	$7.33K	Buy	+30	New	+$7.14K	0.01%	313

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

Pacifica Partners's CMI Position: Q2 2026 in Review

Pacifica Partners held its Cummins (CMI) position steady in Q2 2026 at 14 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Pacifica Partners first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.3K in Q4 2024. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Pacifica Partners held 14 shares of Cummins worth $9.26K as of Q2 2026.
Pacifica Partners left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #314 holding.
Pacifica Partners first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
Pacifica Partners's Cummins position peaked at $22.3K in Q4 2024.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.