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Poinciana Advisors Group’s Cummins CMI Stock Holding History

Poinciana Advisors 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 		$506K Hold
709
– – 0.38% 48
2026
Q1 		$381K Hold
709
– – 0.3% 54
2025
Q4 		$362K Sell
709
-7
-1% -$3.27K 0.29% 60
2025
Q3 		$302K Sell
716
-66
-8% -$25.3K 0.26% 70
2025
Q2 		$256K Buy
782
+73
+10% +$22.6K 0.23% 89
2025
Q1 		$222K Hold
709
– – 0.23% 84
2024
Q4 		$247K Buy
+709
New +$249K 0.25% 74

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Poinciana Advisors Group's CMI Position: Q2 2026 in Review

Poinciana Advisors Group held its Cummins (CMI) position steady in Q2 2026 at 709 shares worth $506K. The position accounts for 0.38% of the portfolio, ranked #48.

Poinciana Advisors Group first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 1,306 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Poinciana Advisors Group held 709 shares of Cummins worth $506K as of Q2 2026.
  • Poinciana Advisors Group left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.38% of Poinciana Advisors Group's portfolio in Q2 2026, its #48 holding.
  • Poinciana Advisors Group first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.