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Cummins shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 4.7k 324.38
2024-06-30 $1.3M 4.7k 276.98
2024-03-31 $1.2M 4.0k 294.70
2023-12-31 $943k 3.9k 239.54
2023-09-30 $732k 3.2k 228.46

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View all positions for Kingswood Wealth Advisors

Top funds holding Cummins

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Pathway Financial Advisers
First Eagle Investment Management
Northern Trust
Dimensional Fund Advisors
Stifel Financial
Hotchkis and Wiley Capital Management
LSV Asset Management

View all funds holding Cummins