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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYM Financial Corp's CMI Position: Q1 2026 in Review

SYM Financial Corp increased its Cummins (CMI) stake by 1.1% in Q1 2026, buying an estimated $10.2K and bringing the position to 1,633 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #66.

SYM Financial Corp first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • SYM Financial Corp held 1,633 shares of Cummins worth $879K as of Q1 2026.
  • SYM Financial Corp bought 18 Cummins shares in Q1 2026, an estimated $10.2K.
  • Cummins made up 0.09% of SYM Financial Corp's portfolio in Q1 2026, its #66 holding.
  • SYM Financial Corp first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.