RFN
CMI icon

Redwood Financial Network’s Cummins CMI Stock Holding History

Redwood Financial Network’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 		$214K Buy
+300
New +$198K 0.12% 182
2024
Q2 		– Sell
-728
Closed -$215K – 146
2024
Q1 		$215K Sell
728
-248
-25% -$63.9K 0.19% 136
2023
Q4 		$234K Sell
976
-151
-13% -$34.3K 0.23% 121
2023
Q3 		$258K Buy
1,127
+4
+0.4% +$966 0.27% 113
2023
Q2 		$275K Buy
1,123
+267
+31% +$60.5K 0.26% 118
2023
Q1 		$205K Sell
856
-23
-3% -$5.62K 0.21% 143
2022
Q4 		$213K Buy
+879
New +$209K 0.24% 129

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redwood Financial Network's CMI Position: Q2 2026 in Review

Redwood Financial Network opened a new position in Cummins (CMI) in Q2 2026: 300 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #182 among its holdings. This is a return to the name: Redwood Financial Network previously reported a position in CMI as recently as Q1 2024.

Redwood Financial Network first reported a position in CMI in Q4 2022 and has held it in 7 quarters since. The position peaked at $275K in Q2 2023. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Redwood Financial Network held 300 shares of Cummins worth $214K as of Q2 2026.
  • Cummins was a new Redwood Financial Network position in Q2 2026.
  • Cummins made up 0.12% of Redwood Financial Network's portfolio in Q2 2026, its #182 holding.
  • Redwood Financial Network first reported a position in Cummins in Q4 2022 and has held it in 7 quarters since.
  • Redwood Financial Network's Cummins position peaked at $275K in Q2 2023.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.