Sovran Advisors’s Cummins CMI Stock Holding History

Sovran 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	$235K	Buy	366 +22	+6%	+$14.5K	0.02%	549
2026 Q1	$231K	Buy	+344	New	+$195K	0.02%	516

Other funds holding CMI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sovran Advisors's CMI Position: Q2 2026 in Review

Sovran Advisors increased its Cummins (CMI) stake by 6.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 366 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #549.

Sovran Advisors first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Sovran Advisors held 366 shares of Cummins worth $235K as of Q2 2026.
Sovran Advisors bought 22 Cummins shares in Q2 2026, an estimated $14.5K.
Cummins made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #549 holding.
Sovran Advisors first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.