SYM Financial Corp
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SYM Financial Corp’s Cummins CMI Stock Holding History

SYM Financial Corp’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
Q3 		$972K Buy
1,882
+132
+8% +$79.7K 0.07% 77
2026
Q2 		$1.25M Buy
1,750
+117
+7% +$77.1K 0.1% 60
2026
Q1 		$879K Buy
1,633
+18
+1% +$10.2K 0.09% 66
2025
Q4 		$824K Buy
1,615
+36
+2% +$16.8K 0.08% 67
2025
Q3 		$667K Buy
1,579
+11
+0.7% +$4.22K 0.07% 84
2025
Q2 		$514K Sell
1,568
-73
-4% -$22.6K 0.06% 122
2025
Q1 		$514K Buy
1,641
+181
+12% +$63.8K 0.06% 104
2024
Q4 		$509K Buy
+1,460
New +$513K 0.07% 91

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

SYM Financial Corp's CMI Position: Q3 2026 in Review

SYM Financial Corp increased its Cummins (CMI) stake by 7.5% in Q3 2026, buying an estimated $79.7K and bringing the position to 1,882 shares worth $972K. The position accounts for 0.07% of the portfolio, ranked #77.

SYM Financial Corp first reported a position in CMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2026. 744 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • SYM Financial Corp held 1,882 shares of Cummins worth $972K as of Q3 2026.
  • SYM Financial Corp bought 132 Cummins shares in Q3 2026, an estimated $79.7K.
  • Cummins made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #77 holding.
  • SYM Financial Corp first reported a position in Cummins in Q4 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Cummins position peaked at $1.25M in Q2 2026.
  • 744 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.