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Wellspring Financial Advisors’s Cummins CMI Stock Holding History

Wellspring Financial Advisors’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 		$339K Hold
485
– – 0.02% 207
2026
Q1 		$261K Sell
485
-2
-0.4% -$1.13K 0.02% 232
2025
Q4 		$249K Buy
+487
New +$228K 0.02% 230
2024
Q4 		– Sell
-683
Closed -$221K – 155
2024
Q3 		$221K Buy
+683
New +$202K 0.03% 143

Other funds holding CMI

Robeco Institutional Asset Management
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
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)
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

Wellspring Financial Advisors's CMI Position: Q2 2026 in Review

Wellspring Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 485 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #207.

Wellspring Financial Advisors first reported a position in CMI in Q3 2024 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wellspring Financial Advisors held 485 shares of Cummins worth $339K as of Q2 2026.
  • Wellspring Financial Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • Wellspring Financial Advisors first reported a position in Cummins in Q3 2024 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.