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Phoenix Financial’s Cummins CMI Stock Holding History

Phoenix Financial’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 		$1.04M Buy
1,458
+92
+7% +$60.6K 0.01% 256
2026
Q1 		$735K Buy
1,366
+303
+29% +$171K 0.01% 258
2025
Q4 		$543K Buy
1,063
+60
+6% +$28K 0.01% 287
2025
Q3 		$424K Buy
1,003
+338
+51% +$130K 0.01% 319
2025
Q2 		$218K Buy
+665
New +$206K ﹤0.01% 391

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 $3.38T AUM 44.17% 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

Phoenix Financial's CMI Position: Q2 2026 in Review

Phoenix Financial increased its Cummins (CMI) stake by 6.7% in Q2 2026, buying an estimated $60.6K and bringing the position to 1,458 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #256.

Phoenix Financial first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Phoenix Financial held 1,458 shares of Cummins worth $1.04M as of Q2 2026.
  • Phoenix Financial bought 92 Cummins shares in Q2 2026, an estimated $60.6K.
  • Cummins made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #256 holding.
  • Phoenix Financial first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.