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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
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

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

Root Financial Partners's CMI Position: Q2 2026 in Review

Root Financial Partners increased its Cummins (CMI) stake by 3.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 674 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #201.

Root Financial Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Root Financial Partners held 674 shares of Cummins worth $481K as of Q2 2026.
  • Root Financial Partners bought 25 Cummins shares in Q2 2026, an estimated $16.5K.
  • Cummins made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #201 holding.
  • Root Financial Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.