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Towerpoint Wealth’s Cummins CMI Stock Holding History

Towerpoint Wealth’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 		$579K Buy
+812
New +$535K 0.2% 65

Other funds holding CMI

Robeco Institutional Asset Management
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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Towerpoint Wealth's CMI Position: Q2 2026 in Review

Towerpoint Wealth opened a new position in Cummins (CMI) in Q2 2026: 812 shares worth $579K. The stake represents 0.2% of the portfolio and ranks #65 among its holdings.

775 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Towerpoint Wealth held 812 shares of Cummins worth $579K as of Q2 2026.
  • Cummins was a new Towerpoint Wealth position in Q2 2026.
  • Cummins made up 0.2% of Towerpoint Wealth's portfolio in Q2 2026, its #65 holding.
  • 775 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.