Ascent Group
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Ascent Group’s Donaldson DCI Stock Holding History

Ascent Group’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 		$406K Buy
+4,668
New +$426K 0.01% 591

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

Ascent Group's DCI Position: Q3 2026 in Review

Ascent Group opened a new position in Donaldson (DCI) in Q3 2026: 4,668 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings.

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

  • Ascent Group held 4,668 shares of Donaldson worth $406K as of Q3 2026.
  • Donaldson was a new Ascent Group position in Q3 2026.
  • Donaldson made up 0.01% of Ascent Group's portfolio in Q3 2026, its #591 holding.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.