Towerpoint Wealth
CMI icon

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
Q3 		$419K Hold
812
– – 0.15% 77
2026
Q2 		$579K Buy
+812
New +$535K 0.2% 65

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Assenagon Asset Management
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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Towerpoint Wealth's CMI Position: Q3 2026 in Review

Towerpoint Wealth held its Cummins (CMI) position steady in Q3 2026 at 812 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #77.

Towerpoint Wealth first reported a position in CMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $579K in Q2 2026. 775 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Towerpoint Wealth held 812 shares of Cummins worth $419K as of Q3 2026.
  • Towerpoint Wealth left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.15% of Towerpoint Wealth's portfolio in Q3 2026, its #77 holding.
  • Towerpoint Wealth first reported a position in Cummins in Q2 2026 and has held it in 2 quarters since.
  • Towerpoint Wealth's Cummins position peaked at $579K in Q2 2026.
  • 775 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.