Affiance Financial
DCI icon

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
Q3 		$443K Buy
5,087
+15
+0.3% +$1.37K 0.06% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Affiance Financial's DCI Position: Q3 2026 in Review

Affiance Financial increased its Donaldson (DCI) stake by 0.3% in Q3 2026, buying an estimated $1.37K and bringing the position to 5,087 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #79.

Affiance Financial first reported a position in DCI in Q4 2022 and has held it in 6 quarters since. The position peaked at $650K in Q4 2025. 347 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Affiance Financial held 5,087 shares of Donaldson worth $443K as of Q3 2026.
  • Affiance Financial bought 15 Donaldson shares in Q3 2026, an estimated $1.37K.
  • Donaldson made up 0.06% of Affiance Financial's portfolio in Q3 2026, its #79 holding.
  • Affiance Financial first reported a position in Donaldson in Q4 2022 and has held it in 6 quarters since.
  • Affiance Financial's Donaldson position peaked at $650K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.