Polaris Financial Partners’s Cummins CMI Stock Holding History

Polaris Financial Partners’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	$107K	Buy	+206	New	+$124K	0.05%	125

Other funds holding CMI

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's CMI Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Cummins (CMI) in Q3 2026: 206 shares worth $107K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

13 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Polaris Financial Partners held 206 shares of Cummins worth $107K as of Q3 2026.
Cummins was a new Polaris Financial Partners position in Q3 2026.
Cummins made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #125 holding.
13 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.