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Umpqua Bank’s Cummins CMI Stock Holding History

Umpqua Bank’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 		$3.16M Buy
4,434
+23
+0.5% +$15.2K 0.71% 34
2026
Q1 		$2.37M Sell
4,411
-243
-5% -$138K 0.68% 41
2025
Q4 		$2.38M Sell
4,654
-238
-5% -$111K 0.66% 38
2025
Q3 		$2.07M Buy
4,892
+6
+0.1% +$2.3K 0.58% 48
2025
Q2 		$1.62M Buy
4,886
+106
+2% +$32.8K 0.49% 56
2025
Q1 		$1.5M Buy
4,780
+156
+3% +$55K 0.52% 56
2024
Q4 		$1.68M Buy
4,624
+20
+0.4% +$7.03K 0.58% 51
2024
Q3 		$1.49M Sell
4,604
-41
-0.9% -$12.1K 0.55% 53
2024
Q2 		$1.29M Buy
4,645
+300
+7% +$85.7K 0.5% 57
2024
Q1 		$1.28M Buy
+4,345
New +$1.12M 0.53% 57

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

Umpqua Bank's CMI Position: Q2 2026 in Review

Umpqua Bank increased its Cummins (CMI) stake by 0.52% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,434 shares worth $3.16M. The position accounts for 0.71% of the portfolio, ranked #34.

Umpqua Bank first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,072 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Umpqua Bank held 4,434 shares of Cummins worth $3.16M as of Q2 2026.
  • Umpqua Bank bought 23 Cummins shares in Q2 2026, an estimated $15.2K.
  • Cummins made up 0.71% of Umpqua Bank's portfolio in Q2 2026, its #34 holding.
  • Umpqua Bank first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,072 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.