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Sequoia Financial Advisors’s Cummins CMI Stock Holding History

Sequoia Financial 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
Q2 		$5.55M Buy
7,783
+1,296
+20% +$854K 0.03% 337
2026
Q1 		$3.49M Buy
6,487
+89
+1% +$50.4K 0.02% 413
2025
Q4 		$3.27M Buy
6,398
+1,675
+35% +$783K 0.02% 432
2025
Q3 		$1.99M Buy
4,723
+695
+17% +$266K 0.01% 520
2025
Q2 		$1.32M Buy
4,028
+49
+1% +$15.2K 0.01% 593
2025
Q1 		$1.25M Sell
3,979
-170
-4% -$59.9K 0.01% 550
2024
Q4 		$1.45M Buy
4,149
+1,153
+38% +$405K 0.01% 483
2024
Q3 		$970K Buy
2,996
+26
+0.9% +$7.7K 0.01% 554
2024
Q2 		$823K Buy
2,970
+302
+11% +$86.3K 0.01% 535
2024
Q1 		$786K Sell
2,668
-3,122
-54% -$805K 0.01% 543
2023
Q4 		$1.39M Buy
5,790
+3,866
+201% +$879K 0.02% 437
2023
Q3 		$440K Sell
1,924
-107
-5% -$25.8K 0.01% 554
2023
Q2 		$498K Buy
2,031
+960
+90% +$217K 0.01% 528
2023
Q1 		$256K Buy
1,071
+32
+3% +$7.81K 0.01% 683
2022
Q4 		$252K Buy
+1,039
New +$247K 0.01% 646
2022
Q3 		– Sell
-1,514
Closed -$293K – 544
2022
Q2 		$293K Buy
+1,514
New +$303K 0.01% 443

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors's CMI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Cummins (CMI) stake by 20% in Q2 2026, buying an estimated $854K and bringing the position to 7,783 shares worth $5.55M. The position accounts for 0.03% of the portfolio, ranked #337.

Sequoia Financial Advisors first reported a position in CMI in Q2 2022 and has held it in 16 quarters since. 327 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sequoia Financial Advisors held 7,783 shares of Cummins worth $5.55M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,296 Cummins shares in Q2 2026, an estimated $854K.
  • Cummins made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #337 holding.
  • Sequoia Financial Advisors first reported a position in Cummins in Q2 2022 and has held it in 16 quarters since.
  • 327 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.