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Planning Strategies Inc.’s Cummins CMI Stock Holding History

Planning Strategies Inc.’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 		$3.57K Buy
+5
New +$3.29K ﹤0.01% 472

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Planning Strategies Inc.'s CMI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Cummins (CMI) in Q2 2026: 5 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

845 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Planning Strategies Inc. held 5 shares of Cummins worth $3.57K as of Q2 2026.
  • Cummins was a new Planning Strategies Inc. position in Q2 2026.
  • Cummins made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #472 holding.
  • 845 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.