USA FINANCIAL FORMULAS’s Cummins CMI Stock Holding History

USA FINANCIAL FORMULAS’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	$785K	Buy	+1,100	New	+$725K	0.14%	47

Other funds holding CMI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

USA FINANCIAL FORMULAS's CMI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Cummins (CMI) in Q2 2026: 1,100 shares worth $785K. The stake represents 0.14% of the portfolio and ranks #47 among its holdings.

1,075 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

USA FINANCIAL FORMULAS held 1,100 shares of Cummins worth $785K as of Q2 2026.
Cummins was a new USA FINANCIAL FORMULAS position in Q2 2026.
Cummins made up 0.14% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #47 holding.
1,075 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.