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Regent Peak Wealth Advisors’s Cummins CMI Stock Holding History

Regent Peak Wealth Advisors’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 		$303K Buy
425
+5
+1% +$3.29K 0.06% 152
2026
Q1 		$226K Buy
420
+12
+3% +$6.79K 0.05% 183
2025
Q4 		$208K Buy
+408
New +$191K 0.04% 183
2021
Q1 		– Sell
-139
Closed -$32K – 306
2020
Q4 		$32K Buy
+139
New +$31.2K 0.01% 370

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Regent Peak Wealth Advisors's CMI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Cummins (CMI) stake by 1.2% in Q2 2026, buying an estimated $3.29K and bringing the position to 425 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #152.

Regent Peak Wealth Advisors first reported a position in CMI in Q4 2020 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Regent Peak Wealth Advisors held 425 shares of Cummins worth $303K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Regent Peak Wealth Advisors first reported a position in Cummins in Q4 2020 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.