Riversedge Advisors
CMI icon

Riversedge Advisors’s Cummins CMI Stock Holding History

Riversedge 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
Q3 		$386K Buy
747
+95
+15% +$57.3K 0.05% 191
2026
Q2 		$465K Buy
652
+196
+43% +$129K 0.06% 132
2026
Q1 		$245K Buy
456
+2
+0.4% +$1.13K 0.04% 172
2025
Q4 		$232K Buy
+454
New +$212K 0.04% 178

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Riversedge Advisors's CMI Position: Q3 2026 in Review

Riversedge Advisors increased its Cummins (CMI) stake by 15% in Q3 2026, buying an estimated $57.3K and bringing the position to 747 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #191.

Riversedge Advisors first reported a position in CMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $465K in Q2 2026. 1,165 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Riversedge Advisors held 747 shares of Cummins worth $386K as of Q3 2026.
  • Riversedge Advisors bought 95 Cummins shares in Q3 2026, an estimated $57.3K.
  • Cummins made up 0.05% of Riversedge Advisors's portfolio in Q3 2026, its #191 holding.
  • Riversedge Advisors first reported a position in Cummins in Q4 2025 and has held it in 4 quarters since.
  • Riversedge Advisors's Cummins position peaked at $465K in Q2 2026.
  • 1,165 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.