Taylor Financial Group’s Cummins CMI Stock Holding History

Taylor Financial Group’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	$467K	Hold	655	–	–	0.26%	70
2026 Q1	$352K	Hold	655	–	–	0.21%	79
2025 Q4	$334K	Hold	655	–	–	0.2%	83
2025 Q3	$277K	Hold	655	–	–	0.16%	88
2025 Q2	$215K	Hold	655	–	–	0.13%	98
2025 Q1	$205K	Hold	655	–	–	0.14%	95
2024 Q4	$228K	Hold	655	–	–	0.16%	89
2024 Q3	$212K	Buy	+655	New	+$194K	0.15%	96

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Taylor Financial Group's CMI Position: Q2 2026 in Review

Taylor Financial Group held its Cummins (CMI) position steady in Q2 2026 at 655 shares worth $467K. The position accounts for 0.26% of the portfolio, ranked #70.

Taylor Financial Group first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 886 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Taylor Financial Group held 655 shares of Cummins worth $467K as of Q2 2026.
Taylor Financial Group left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.26% of Taylor Financial Group's portfolio in Q2 2026, its #70 holding.
Taylor Financial Group first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
886 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.