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TFC Financial Management’s Cummins CMI Stock Holding History

TFC Financial Management’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 		$44.9K Buy
63
+53
+530% +$34.9K 0.01% 304
2026
Q1 		$5.38K Hold
10
– – ﹤0.01% 445
2025
Q4 		$5.11K Buy
10
+4
+67% +$1.87K ﹤0.01% 446
2025
Q3 		$2.54K Buy
6
+2
+50% +$767 ﹤0.01% 532
2025
Q2 		$1.31K Hold
4
– – ﹤0.01% 553
2025
Q1 		$1.25K Hold
4
– – ﹤0.01% 535
2024
Q4 		$1.4K Hold
4
– – ﹤0.01% 542
2024
Q3 		$1.3K Hold
4
– – ﹤0.01% 553
2024
Q2 		$1.11K Hold
4
– – ﹤0.01% 549
2024
Q1 		$1.18K Buy
4
+1
+33% +$258 ﹤0.01% 530
2023
Q4 		$719 Buy
+3
New +$682 ﹤0.01% 554
2023
Q2 		– Sell
-3
Closed -$717 – 663
2023
Q1 		$717 Buy
+3
New +$732 ﹤0.01% 542

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

TFC Financial Management's CMI Position: Q2 2026 in Review

TFC Financial Management increased its Cummins (CMI) stake by 530% in Q2 2026, buying an estimated $34.9K and bringing the position to 63 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #304.

TFC Financial Management first reported a position in CMI in Q1 2023 and has held it in 12 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • TFC Financial Management held 63 shares of Cummins worth $44.9K as of Q2 2026.
  • TFC Financial Management bought 53 Cummins shares in Q2 2026, an estimated $34.9K.
  • Cummins made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #304 holding.
  • TFC Financial Management first reported a position in Cummins in Q1 2023 and has held it in 12 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.