AGF Investments America Inc. CMI — Cummins Inc.

Ownership history in AGF Investments America Inc.  ·  36 quarters on record

AI Ownership Summary

AGF Investments America Inc. reported Cummins Inc. (CMI) in 36 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGF Investments America Inc.'s position in Cummins Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
36 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page AGF Investments America Inc. fund profile AGF Investments America Inc. full holdings
How AGF Investments America Inc. held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q3 — sorted by position size

Hamlin Capital Management, LLC 3Y 7Y 4.42% Allen Mooney & Barnes Investment Advisors LLC 2.22% Dupree Financial Group, LLC 2.04% Adams Asset Advisors, LLC 3Y 7Y 1.46% JACOBS & CO/CA 3Y 7Y 1.35% First Citizens Financial Corp 3Y 0.99% Hickory Point Bank & Trust 0.53% YHB Investment Advisors, Inc. 3Y 7Y 0.49% Stonebridge Financial Group, LLC 0.47% Dakota Community Bank & Trust NA 3Y 0.46%

FAQ About AGF Investments America Inc. and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGF Investments America Inc. reported owning CMI?

AGF Investments America Inc. reported CMI across 0 quarterly 13F filings.

What was the largest reported CMI position in AGF Investments America Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for CMI in AGF Investments America Inc..

What is the latest reported CMI position on this page?

The most recent filing on this page is 2022 Q3, when AGF Investments America Inc. reported 52,119 shares, equal to 3.92% of portfolio, with an estimated market value of $10.6M.

What does the chart on this CMI ownership page compare?

The chart compares AGF Investments America Inc.'s quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AGF Investments America Inc. time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, AGF Investments America Inc. correctly timed 16 out of 32 reported position changes (50%). The annualised alpha on CMI relative to SPY over the holding period was -0.9%.

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