Align Financial’s Donaldson DCI Stock Holding History

Align 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	$261	Buy	+3	New	+$274	﹤0.01%	601

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Align Financial's DCI Position: Q3 2026 in Review

Align Financial opened a new position in Donaldson (DCI) in Q3 2026: 3 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

102 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Align Financial held 3 shares of Donaldson worth $261 as of Q3 2026.
Donaldson was a new Align Financial position in Q3 2026.
Donaldson made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #601 holding.
102 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.