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Ritter Daniher Financial Advisory’s Cummins CMI Stock Holding History

Ritter Daniher Financial Advisory’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 		$89.2K Hold
125
– – 0.01% 232
2026
Q1 		$67.3K Hold
125
– – 0.01% 252
2025
Q4 		$63.8K Hold
125
– – 0.01% 250
2025
Q3 		$52.8K Hold
125
– – 0.01% 228
2025
Q2 		$40.9K Hold
125
– – 0.01% 191
2025
Q1 		$39.2K Hold
125
– – 0.01% 180
2024
Q4 		$43.6K Buy
125
+95
+317% +$33.4K 0.01% 172
2024
Q3 		$9.71K Hold
30
– – ﹤0.01% 239
2024
Q2 		$8.31K Buy
+30
New +$8.57K ﹤0.01% 241

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Ritter Daniher Financial Advisory's CMI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Cummins (CMI) position steady in Q2 2026 at 125 shares worth $89.2K. The position accounts for 0.01% of the portfolio, ranked #232.

Ritter Daniher Financial Advisory first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ritter Daniher Financial Advisory held 125 shares of Cummins worth $89.2K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #232 holding.
  • Ritter Daniher Financial Advisory first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.