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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SYM Financial Corp's CMI Position: Q2 2026 in Review

SYM Financial Corp increased its Cummins (CMI) stake by 7.2% in Q2 2026, buying an estimated $77.1K and bringing the position to 1,750 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #60.

SYM Financial Corp first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SYM Financial Corp held 1,750 shares of Cummins worth $1.25M as of Q2 2026.
  • SYM Financial Corp bought 117 Cummins shares in Q2 2026, an estimated $77.1K.
  • Cummins made up 0.1% of SYM Financial Corp's portfolio in Q2 2026, its #60 holding.
  • SYM Financial Corp first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.