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Park Square Financial Group’s Cummins CMI Stock Holding History

Park Square 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
2026
Q2 		$15.7K Sell
22
-5
-19% -$3.29K 0.14% 47
2026
Q1 		$14.5K Buy
+27
New +$15.3K 0.11% 57
2025
Q4 		– Sell
-62
Closed -$26.2K – 255
2025
Q3 		$26.2K Sell
62
-133
-68% -$51K 0.11% 70
2025
Q2 		$63.9K Buy
195
+10
+5% +$3.1K 0.05% 266
2025
Q1 		$58K Buy
185
+55
+42% +$19.4K 0.05% 245
2024
Q4 		$45.3K Buy
+130
New +$45.7K 0.03% 286

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 $3.37T AUM 44.26% 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

Park Square Financial Group's CMI Position: Q2 2026 in Review

Park Square Financial Group reduced its Cummins (CMI) stake by 19% in Q2 2026, selling an estimated $3.29K and leaving 22 shares worth $15.7K. The position accounts for 0.14% of the portfolio, ranked #47.

Park Square Financial Group first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.9K in Q2 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Park Square Financial Group held 22 shares of Cummins worth $15.7K as of Q2 2026.
  • Park Square Financial Group sold 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.14% of Park Square Financial Group's portfolio in Q2 2026, its #47 holding.
  • Park Square Financial Group first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Cummins position peaked at $63.9K in Q2 2025.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.