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PFG Investments’s Cummins CMI Stock Holding History

PFG Investments’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 		$2.75M Buy
3,861
+397
+11% +$262K 0.11% 160
2026
Q1 		$1.86M Sell
3,464
-54
-2% -$30.6K 0.09% 201
2025
Q4 		$1.8M Buy
3,518
+1,037
+42% +$485K 0.08% 204
2025
Q3 		$1.05M Buy
2,481
+6
+0.2% +$2.3K 0.05% 321
2025
Q2 		$811K Buy
2,475
+215
+10% +$66.6K 0.05% 363
2025
Q1 		$708K Buy
2,260
+56
+3% +$19.7K 0.05% 380
2024
Q4 		$768K Sell
2,204
-34
-2% -$11.9K 0.05% 359
2024
Q3 		$725K Buy
2,238
+485
+28% +$144K 0.05% 374
2024
Q2 		$485K Buy
1,753
+160
+10% +$45.7K 0.03% 458
2024
Q1 		$469K Sell
1,593
-723
-31% -$186K 0.03% 557
2023
Q4 		$555K Buy
2,316
+51
+2% +$11.6K 0.1% 228
2023
Q3 		$517K Buy
2,265
+35
+2% +$8.45K 0.1% 221
2023
Q2 		$547K Buy
2,230
+106
+5% +$24K 0.1% 223
2023
Q1 		$507K Buy
+2,124
New +$519K 0.1% 223

Other funds holding CMI

Robeco Institutional Asset Management
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
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)
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

PFG Investments's CMI Position: Q2 2026 in Review

PFG Investments increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $262K and bringing the position to 3,861 shares worth $2.75M. The position accounts for 0.11% of the portfolio, ranked #160.

PFG Investments first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • PFG Investments held 3,861 shares of Cummins worth $2.75M as of Q2 2026.
  • PFG Investments bought 397 Cummins shares in Q2 2026, an estimated $262K.
  • Cummins made up 0.11% of PFG Investments's portfolio in Q2 2026, its #160 holding.
  • PFG Investments first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.