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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Financial's CMI Position: Q1 2026 in Review

Sun Financial reduced its Cummins (CMI) stake by 3.6% in Q1 2026, selling an estimated $15.8K and leaving 753 shares worth $540K. The position accounts for 0.27% of the portfolio, ranked #88.

Sun Financial first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Sun Financial held 753 shares of Cummins worth $540K as of Q1 2026.
Sun Financial sold 28 Cummins shares in Q1 2026, an estimated $15.8K.
Cummins made up 0.27% of Sun Financial's portfolio in Q1 2026, its #88 holding.
Sun Financial first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.