SageGuard Financial Group’s Cummins CMI Stock Holding History

SageGuard Financial 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 Q2	$725K	Hold	1,016	–	–	0.1%	120
2026 Q1	$547K	Hold	1,016	–	–	0.08%	115
2025 Q4	$519K	Buy	+1,016	New	+$475K	0.08%	113
2021 Q3	–	Sell	-1,000	Closed	-$244K	–	43
2021 Q2	$244K	Sell	1,000 -25	-2%	-$6.39K	0.11%	113
2021 Q1	$265K	Buy	1,025 +25	+3%	+$6.25K	0.12%	109
2020 Q4	$227K	Buy	+1,000	New	+$225K	0.11%	111

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SageGuard Financial Group's CMI Position: Q2 2026 in Review

SageGuard Financial Group held its Cummins (CMI) position steady in Q2 2026 at 1,016 shares worth $725K. The position accounts for 0.1% of the portfolio, ranked #120.

SageGuard Financial Group first reported a position in CMI in Q4 2020 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SageGuard Financial Group held 1,016 shares of Cummins worth $725K as of Q2 2026.
SageGuard Financial Group left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.1% of SageGuard Financial Group's portfolio in Q2 2026, its #120 holding.
SageGuard Financial Group first reported a position in Cummins in Q4 2020 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.