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PKS Advisory Services’s Cummins CMI Stock Holding History

PKS Advisory Services’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
Q3 		$575K Hold
805
– – 0.09% 200
2026
Q2 		$575K Sell
805
-496
-38% -$327K 0.09% 201
2026
Q1 		$700K Hold
1,301
– – 0.16% 128
2025
Q4 		$664K Sell
1,301
-52
-4% -$24.3K 0.15% 130
2025
Q3 		$571K Sell
1,353
-348
-20% -$133K 0.12% 143
2025
Q2 		$557K Buy
1,701
+204
+14% +$63.2K 0.14% 138
2025
Q1 		$469K Buy
1,497
+35
+2% +$12.3K 0.13% 141
2024
Q4 		$510K Buy
+1,462
New +$514K 0.13% 139

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PKS Advisory Services's CMI Position: Q3 2026 in Review

PKS Advisory Services held its Cummins (CMI) position steady in Q3 2026 at 805 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #200.

PKS Advisory Services first reported a position in CMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $700K in Q1 2026. 849 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • PKS Advisory Services held 805 shares of Cummins worth $575K as of Q3 2026.
  • PKS Advisory Services left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.09% of PKS Advisory Services's portfolio in Q3 2026, its #200 holding.
  • PKS Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 8 quarters since.
  • PKS Advisory Services's Cummins position peaked at $700K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.