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Seamount Financial Group’s Cummins CMI Stock Holding History

Seamount 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 		$756K Sell
1,060
-100
-9% -$65.9K 0.3% 70
2026
Q1 		$624K Hold
1,160
– – 0.28% 76
2025
Q4 		$592K Hold
1,160
– – 0.27% 78
2025
Q3 		$490K Sell
1,160
-100
-8% -$38.3K 0.23% 84
2025
Q2 		$413K Buy
+1,260
New +$390K 0.21% 85

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

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

Seamount Financial Group reduced its Cummins (CMI) stake by 8.6% in Q2 2026, selling an estimated $65.9K and leaving 1,060 shares worth $756K. The position accounts for 0.3% of the portfolio, ranked #70.

Seamount Financial Group first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Seamount Financial Group held 1,060 shares of Cummins worth $756K as of Q2 2026.
  • Seamount Financial Group sold 100 Cummins shares in Q2 2026, an estimated $65.9K.
  • Cummins made up 0.3% of Seamount Financial Group's portfolio in Q2 2026, its #70 holding.
  • Seamount Financial Group first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 643 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.