Union Savings Bank’s Cummins CMI Stock Holding History

Union Savings 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	$418K	Hold	586	–	–	0.17%	87
2026 Q1	$315K	Sell	586 -30	-5%	-$17K	0.14%	98
2025 Q4	$314K	Buy	+616	New	+$288K	0.14%	100
2025 Q2	$237K	Hold	646	–	–	0.11%	117
2025 Q1	$202K	Hold	646	–	–	0.1%	125
2024 Q4	$225K	Hold	646	–	–	0.11%	117
2024 Q3	$209K	Hold	646	–	–	0.1%	125
2024 Q2	$179K	Hold	646	–	–	0.09%	131
2024 Q1	$190K	Sell	646 -22	-3%	-$5.67K	0.1%	126
2023 Q4	$160K	Buy	668 +75	+13%	+$17.1K	0.09%	139
2023 Q3	$135K	Buy	593 +30	+5%	+$7.24K	0.08%	146
2023 Q2	$147K	Buy	+563	New	+$127K	0.09%	141

Other funds holding CMI

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 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) 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

Union Savings Bank's CMI Position: Q2 2026 in Review

Union Savings Bank held its Cummins (CMI) position steady in Q2 2026 at 586 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #87.

Union Savings Bank first reported a position in CMI in Q2 2023 and has held it in 12 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Union Savings Bank held 586 shares of Cummins worth $418K as of Q2 2026.
Union Savings Bank left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.17% of Union Savings Bank's portfolio in Q2 2026, its #87 holding.
Union Savings Bank first reported a position in Cummins in Q2 2023 and has held it in 12 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.