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Prospera Financial Services’s Cummins CMI Stock Holding History

Prospera Financial 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
Q2 		$8.4M Sell
11,755
-977
-8% -$644K 0.12% 178
2026
Q1 		$6.86M Buy
12,732
+8,467
+199% +$4.79M 0.11% 202
2025
Q4 		$2.18M Sell
4,265
-52
-1% -$24.3K 0.04% 455
2025
Q3 		$1.83M Sell
4,317
-95
-2% -$36.4K 0.03% 495
2025
Q2 		$1.45M Buy
4,412
+1,188
+37% +$368K 0.03% 547
2025
Q1 		$1.01M Buy
3,224
+212
+7% +$74.7K 0.02% 563
2024
Q4 		$1.05M Buy
3,012
+14
+0.5% +$4.92K 0.02% 526
2024
Q3 		$973K Sell
2,998
-15
-0.5% -$4.44K 0.02% 511
2024
Q2 		$837K Buy
3,013
+154
+5% +$44K 0.02% 552
2024
Q1 		$845K Buy
2,859
+377
+15% +$97.2K 0.03% 540
2023
Q4 		$595K Sell
2,482
-6
-0.2% -$1.36K 0.02% 601
2023
Q3 		$570K Buy
2,488
+118
+5% +$28.5K 0.02% 570
2023
Q2 		$582K Buy
2,370
+45
+2% +$10.2K 0.02% 569
2023
Q1 		$557K Buy
2,325
+887
+62% +$217K 0.02% 579
2022
Q4 		$349K Buy
1,438
+12
+0.8% +$2.85K 0.02% 645
2022
Q3 		$292K Buy
1,426
+7
+0.5% +$1.49K 0.02% 662
2022
Q2 		$276K Sell
1,419
-260
-15% -$52K 0.01% 653
2022
Q1 		$345K Sell
1,679
-103
-6% -$22.3K 0.01% 708
2021
Q4 		$390K Sell
1,782
-81
-4% -$18.5K 0.02% 635
2021
Q3 		$420K Buy
1,863
+44
+2% +$10.3K 0.02% 578
2021
Q2 		$445K Sell
1,819
-82
-4% -$21K 0.02% 556
2021
Q1 		$494K Sell
1,901
-139
-7% -$34.7K 0.03% 493
2020
Q4 		$464K Buy
2,040
+1,085
+114% +$244K 0.03% 434
2020
Q3 		$202K Sell
955
-664
-41% -$132K 0.08% 230
2020
Q2 		$281K Buy
+1,619
New +$259K 0.02% 462
2020
Q1 		– Sell
-2,216
Closed -$397K – 524
2019
Q4 		$397K Sell
2,216
-43
-2% -$7.57K 0.03% 421
2019
Q3 		$367K Sell
2,259
-11,227
-83% -$1.8M 0.04% 387
2019
Q2 		$2.31M Buy
13,486
+754
+6% +$123K 0.26% 79
2019
Q1 		$2.04M Buy
12,732
+553
+5% +$83K 0.67% 36
2018
Q4 		$1.63M Buy
12,179
+232
+2% +$32.8K 0.33% 70
2018
Q3 		$1.71M Sell
11,947
-727
-6% -$102K 0.32% 72
2018
Q2 		$1.68M Buy
12,674
+9,255
+271% +$1.39M 0.23% 90
2018
Q1 		$552K Buy
3,419
+2,164
+172% +$372K 0.08% 220
2017
Q4 		$222K Buy
+1,255
New +$215K 0.03% 361
2016
Q3 		– Sell
-2,074
Closed -$233K – 386
2016
Q2 		$233K Buy
+2,074
New +$235K 0.05% 292
2015
Q1 		– Sell
-1,655
Closed -$239K – 325
2014
Q4 		$239K Buy
+1,655
New +$234K 0.06% 241

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's CMI Position: Q2 2026 in Review

Prospera Financial Services reduced its Cummins (CMI) stake by 7.7% in Q2 2026, selling an estimated $644K and leaving 11,755 shares worth $8.4M. The position accounts for 0.12% of the portfolio, ranked #178.

Prospera Financial Services first reported a position in CMI in Q4 2014 and has held it in 36 quarters since. 318 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Prospera Financial Services held 11,755 shares of Cummins worth $8.4M as of Q2 2026.
  • Prospera Financial Services sold 977 Cummins shares in Q2 2026, an estimated $644K.
  • Cummins made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #178 holding.
  • Prospera Financial Services first reported a position in Cummins in Q4 2014 and has held it in 36 quarters since.
  • 318 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.