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Richardson Financial Services’s Cummins CMI Stock Holding History

Richardson 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 		$175K Buy
246
+24
+11% +$15.8K 0.1% 178
2026
Q1 		$119K Sell
222
-11
-5% -$6.22K 0.07% 204
2025
Q4 		$119K Buy
233
+28
+14% +$13.1K 0.04% 209
2025
Q3 		$86.6K Buy
205
+68
+50% +$26.1K 0.05% 222
2025
Q2 		$45.2K Buy
137
+13
+10% +$4.02K 0.03% 265
2025
Q1 		$38.9K Buy
+124
New +$43.7K 0.03% 260

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 $3.37T AUM 44.26% 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

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

Richardson Financial Services increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $15.8K and bringing the position to 246 shares worth $175K. The position accounts for 0.1% of the portfolio, ranked #178.

Richardson Financial Services first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Richardson Financial Services held 246 shares of Cummins worth $175K as of Q2 2026.
  • Richardson Financial Services bought 24 Cummins shares in Q2 2026, an estimated $15.8K.
  • Cummins made up 0.1% of Richardson Financial Services's portfolio in Q2 2026, its #178 holding.
  • Richardson Financial Services first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.