Sun Financial’s Cummins CMI Stock Holding History

Sun Financial’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	$397K	Sell	625 -128	-17%	-$84.3K	0.19%	101
2026 Q1	$540K	Sell	753 -28	-4%	-$15.8K	0.27%	88
2025 Q4	$399K	Buy	+781	New	+$365K	0.22%	103

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 $3.38T AUM 44.17% 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

Sun Financial's CMI Position: Q2 2026 in Review

Sun Financial reduced its Cummins (CMI) stake by 17% in Q2 2026, selling an estimated $84.3K and leaving 625 shares worth $397K. The position accounts for 0.19% of the portfolio, ranked #101.

Sun Financial first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Sun Financial held 625 shares of Cummins worth $397K as of Q2 2026.
Sun Financial sold 128 Cummins shares in Q2 2026, an estimated $84.3K.
Cummins made up 0.19% of Sun Financial's portfolio in Q2 2026, its #101 holding.
Sun Financial first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
Sun Financial's Cummins position peaked at $540K in Q1 2026.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.