MOODY NATIONAL BANK TRUST DIVISION CMI — CUMMINS INC COMMON STOCK

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  60 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported CUMMINS INC COMMON STOCK (CMI) in 60 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows CMI at 0.17% of the fund.

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 MOODY NATIONAL BANK TRUST DIVISION's position in CUMMINS INC COMMON STOCK, 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
2026 Q3

CMI was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,985 -376 -8.6% 0.17% $2.1M 2026-10-06 $535.31
2026 Q2 REDUCED — — — 4,361 -39 -0.9% 0.26% $3.1M 2026-07-07 $657.69
2026 Q1 REDUCED — — — 4,400 -80 -1.8% 0.23% $2.4M 2026-04-09 $606.82
2025 Q4 REDUCED 29.7% +5.8% ❌ 4,480 -1,889 -29.7% 0.22% $2.3M 2026-01-12 $556.47
2025 Q3 ADDED — — — 6,369 +136 +2.2% 0.23% $2.7M 2025-10-06 $432.56
2025 Q2 ADDED — — — 6,233 +92 +1.5% 0.19% $2.0M 2025-07-10 $333.43
2025 Q1 ADDED — — — 6,141 +16 +0.3% 0.20% $1.9M 2025-04-04 $270.69
2024 Q4 REDUCED 6.4% -9.7% ✅ 6,125 -416 -6.4% 0.22% $2.1M 2025-01-13 $350.39
2024 Q3 ADDED — — — 6,541 +1,681 +34.6% 0.23% $2.1M 2024-10-03 $316.10
2024 Q2 ADDED — — — 4,860 +114 +2.4% 0.10% $1.3M 2024-07-03 $261.17
50 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

First Citizens Financial Corp 3Y 0.99% Hickory Point Bank & Trust 0.53% Stonebridge Financial Group, LLC 0.47% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.37% Central Pacific Bank - Trust Division 0.29% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.17% Montecito Bank & Trust 3Y 7Y 0.16% Versant Capital Management, Inc 3Y 7Y 0.08% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 7Y 0.07% Rosenberg Matthew Hamilton 3Y 0.06%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and CMI

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning CMI?

MOODY NATIONAL BANK TRUST DIVISION reported CMI across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CMI position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for CMI was 0.26% in 2026 Q2.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2026 Q3, when MOODY NATIONAL BANK TRUST DIVISION reported 3,985 shares, equal to 0.17% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CMI ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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 MOODY NATIONAL BANK TRUST DIVISION time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 19 out of 41 reported position changes (46%). The annualised alpha on CMI relative to SPY over the holding period was +40.7%.

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