Putney Financial Group
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Putney Financial Group’s Cummins CMI Stock Holding History

Putney Financial 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
Q3 		$174K Hold
336
– – 0.14% 82
2026
Q2 		$240K Buy
+336
New +$221K 0.22% 66
2025
Q3 		– Sell
-236
Closed -$77.3K – 119
2025
Q2 		$77.3K Hold
236
– – 0.08% 107
2025
Q1 		$74K Hold
236
– – 0.08% 103
2024
Q4 		$82.3K Buy
+236
New +$82.9K 0.07% 112

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Putney Financial Group's CMI Position: Q3 2026 in Review

Putney Financial Group held its Cummins (CMI) position steady in Q3 2026 at 336 shares worth $174K. The position accounts for 0.14% of the portfolio, ranked #82.

Putney Financial Group first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. The position peaked at $240K in Q2 2026. 1,191 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Putney Financial Group held 336 shares of Cummins worth $174K as of Q3 2026.
  • Putney Financial Group left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.14% of Putney Financial Group's portfolio in Q3 2026, its #82 holding.
  • Putney Financial Group first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • Putney Financial Group's Cummins position peaked at $240K in Q2 2026.
  • 1,191 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.