Root Financial Partners
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Root Financial Partners’s Cummins CMI Stock Holding History

Root Financial Partners’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 		$287K Sell
556
-118
-18% -$71.2K 0.01% 330
2026
Q2 		$481K Buy
674
+25
+4% +$16.5K 0.02% 201
2026
Q1 		$349K Buy
649
+210
+48% +$119K 0.02% 223
2025
Q4 		$224K Buy
439
+27
+7% +$12.6K 0.01% 279
2025
Q3 		$174K Buy
+412
New +$158K 0.01% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Root Financial Partners's CMI Position: Q3 2026 in Review

Root Financial Partners reduced its Cummins (CMI) stake by 18% in Q3 2026, selling an estimated $71.2K and leaving 556 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #330.

Root Financial Partners first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $481K in Q2 2026. 1,228 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Root Financial Partners held 556 shares of Cummins worth $287K as of Q3 2026.
  • Root Financial Partners sold 118 Cummins shares in Q3 2026, an estimated $71.2K.
  • Cummins made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #330 holding.
  • Root Financial Partners first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Cummins position peaked at $481K in Q2 2026.
  • 1,228 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.