AF
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Affiance Financial’s Donaldson DCI Stock Holding History

Affiance Financial’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Buy
5,072
+15
+0.3% +$1.29K 0.07% 79
2026
Q1 		$429K Sell
5,057
-2,269
-31% -$219K 0.07% 77
2025
Q4 		$650K Hold
7,326
– – 0.1% 62
2025
Q3 		$600K Buy
+7,326
New +$552K 0.11% 64
2023
Q1 		– Sell
-700
Closed -$41.2K – 170
2022
Q4 		$41.2K Buy
+700
New +$40.1K 0.02% 180

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Affiance Financial's DCI Position: Q2 2026 in Review

Affiance Financial increased its Donaldson (DCI) stake by 0.3% in Q2 2026, buying an estimated $1.29K and bringing the position to 5,072 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #79.

Affiance Financial first reported a position in DCI in Q4 2022 and has held it in 5 quarters since. The position peaked at $650K in Q4 2025. 69 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Affiance Financial held 5,072 shares of Donaldson worth $455K as of Q2 2026.
  • Affiance Financial bought 15 Donaldson shares in Q2 2026, an estimated $1.29K.
  • Donaldson made up 0.07% of Affiance Financial's portfolio in Q2 2026, its #79 holding.
  • Affiance Financial first reported a position in Donaldson in Q4 2022 and has held it in 5 quarters since.
  • Affiance Financial's Donaldson position peaked at $650K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.