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Sovereign Financial Group’s Cummins CMI Stock Holding History

Sovereign 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 		$691K Buy
969
+44
+5% +$29K 0.11% 175
2026
Q1 		$498K Buy
925
+6
+0.7% +$3.4K 0.09% 208
2025
Q4 		$469K Buy
919
+15
+2% +$7.01K 0.08% 202
2025
Q3 		$382K Sell
904
-4
-0.4% -$1.53K 0.07% 225
2025
Q2 		$297K Sell
908
-6
-0.7% -$1.86K 0.06% 246
2025
Q1 		$286K Buy
914
+1
+0.1% +$352 0.07% 235
2024
Q4 		$318K Sell
913
-2
-0.2% -$703 0.07% 227
2024
Q3 		$296K Hold
915
– – 0.07% 230
2024
Q2 		$253K Sell
915
-4
-0.4% -$1.14K 0.06% 238
2024
Q1 		$271K Buy
+919
New +$237K 0.07% 227
2023
Q3 		– Sell
-976
Closed -$239K – 229
2023
Q2 		$239K Hold
976
– – 0.08% 207
2023
Q1 		$233K Hold
976
– – 0.09% 196
2022
Q4 		$236K Buy
+976
New +$232K 0.09% 193

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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

Sovereign Financial Group increased its Cummins (CMI) stake by 4.8% in Q2 2026, buying an estimated $29K and bringing the position to 969 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #175.

Sovereign Financial Group first reported a position in CMI in Q4 2022 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sovereign Financial Group held 969 shares of Cummins worth $691K as of Q2 2026.
  • Sovereign Financial Group bought 44 Cummins shares in Q2 2026, an estimated $29K.
  • Cummins made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #175 holding.
  • Sovereign Financial Group first reported a position in Cummins in Q4 2022 and has held it in 13 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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