RiverFront Investment Group’s Cummins CMI Stock Holding History

RiverFront Investment 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 Q1	$500K	Buy	929 +363	+64%	+$205K	0.01%	262
2025 Q4	$289K	Buy	+566	New	+$265K	﹤0.01%	303
2021 Q3	–	Sell	-964	Closed	-$235K	–	92
2021 Q2	$235K	Buy	964 +38	+4%	+$9.72K	﹤0.01%	132
2021 Q1	$240K	Buy	926 +36	+4%	+$8.99K	0.01%	101
2020 Q4	$202K	Buy	+890	New	+$200K	﹤0.01%	110

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RiverFront Investment Group's CMI Position: Q1 2026 in Review

RiverFront Investment Group increased its Cummins (CMI) stake by 64% in Q1 2026, buying an estimated $205K and bringing the position to 929 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #262.

RiverFront Investment Group first reported a position in CMI in Q4 2020 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

RiverFront Investment Group held 929 shares of Cummins worth $500K as of Q1 2026.
RiverFront Investment Group bought 363 Cummins shares in Q1 2026, an estimated $205K.
Cummins made up 0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #262 holding.
RiverFront Investment Group first reported a position in Cummins in Q4 2020 and has held it in 5 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.