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Parcion Private Wealth LLC

SEC CIK
0001801263
Latest filing
Jul 27, 2026

CMI holding history

Cummins Inc in every 13F filed by Parcion Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
14,941
Value
$10.7M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of CMI by Parcion Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,941$10.7M0.6%−51−0.3%ReducedHolders
Q1 202614,992$8.07M0.5%−574−3.7%ReducedHolders
Q4 202515,566$7.95M0.5%−162−1.0%ReducedHolders
Q3 202515,728$6.64M0.4%+28+0.2%AddedHolders
Q2 202515,700$5.14M0.4%−153−1.0%ReducedHolders
Q1 202515,853$4.97M0.4%+740+4.9%AddedHolders
Q4 202415,113$5.27M0.4%−20.0%ReducedHolders
Q3 202415,115$4.89M0.4%+627+4.3%AddedHolders
Q2 202414,488$4.01M0.4%−375−2.5%ReducedHolders
Q1 202414,863$4.38M0.4%+429+3.0%AddedHolders
Q4 202314,434$3.46M0.3%+3,979+38.1%AddedHolders
Q3 202310,455$2.39M0.2%−3,036−22.5%ReducedHolders
Q2 202313,491$3.31M0.3%+771+6.1%AddedHolders
Q1 202312,720$3.04M0.3%+2,416+23.4%AddedHolders
Q4 202210,304$2.50M0.3%+10,304NewHolders