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Patriot Financial Group Insurance Agency’s Cummins CMI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$227K Sell
319
-305
-49% -$201K 0.02% 457
2026
Q1 		$336K Buy
+624
New +$353K 0.02% 541
2022
Q3 		– Sell
-273
Closed -$53K – 681
2022
Q2 		$53K Sell
273
-54
-17% -$10.8K 0.01% 709
2022
Q1 		$67K Buy
327
+36
+12% +$7.79K 0.01% 696
2021
Q4 		$64K Hold
291
– – 0.01% 779
2021
Q3 		$65K Buy
291
+19
+7% +$4.45K 0.01% 774
2021
Q2 		$66K Buy
272
+20
+8% +$5.12K 0.01% 748
2021
Q1 		$65K Sell
252
-5
-2% -$1.25K 0.01% 682
2020
Q4 		$58K Sell
257
-300
-54% -$67.4K 0.01% 646
2020
Q3 		$118K Hold
557
– – 0.04% 362
2020
Q2 		$97K Sell
557
-51
-8% -$8.15K 0.04% 345
2020
Q1 		$82K Sell
608
-188
-24% -$29.3K 0.04% 347
2019
Q4 		$142K Sell
796
-774
-49% -$136K 0.05% 273
2019
Q3 		$255K Sell
1,570
-1,177
-43% -$188K 0.11% 164
2019
Q2 		$468K Buy
2,747
+52
+2% +$8.51K 0.2% 85
2019
Q1 		$425K Buy
2,695
+300
+13% +$45K 0.22% 80
2018
Q4 		$320K Sell
2,395
-54
-2% -$7.62K 0.21% 83
2018
Q3 		$356K Buy
2,449
+1,855
+312% +$261K 0.21% 76
2018
Q2 		$79K Sell
594
-1,585
-73% -$237K 0.08% 141
2018
Q1 		$346K Buy
2,179
+1,967
+928% +$338K 0.26% 84
2017
Q4 		$40K Buy
212
+20
+10% +$3.42K 0.03% 329
2017
Q3 		$33K Sell
192
-36
-16% -$5.83K 0.03% 313
2017
Q2 		$38K Sell
228
-31
-12% -$4.81K 0.04% 288
2017
Q1 		$39K Sell
259
-47
-15% -$6.96K 0.04% 251
2016
Q4 		$43K Buy
+306
New +$41K 0.06% 239

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

Patriot Financial Group Insurance Agency's CMI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Cummins (CMI) stake by 49% in Q2 2026, selling an estimated $201K and leaving 319 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #457.

Patriot Financial Group Insurance Agency first reported a position in CMI in Q4 2016 and has held it in 25 quarters since. The position peaked at $468K in Q2 2019. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 319 shares of Cummins worth $227K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 305 Cummins shares in Q2 2026, an estimated $201K.
  • Cummins made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #457 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Cummins in Q4 2016 and has held it in 25 quarters since.
  • Patriot Financial Group Insurance Agency's Cummins position peaked at $468K in Q2 2019.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.