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Astoria Portfolio Advisors’s Donaldson DCI Stock Holding History

Astoria Portfolio Advisors’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 		$208K Buy
+2,319
New +$199K 0.04% 339

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Astoria Portfolio Advisors's DCI Position: Q2 2026 in Review

Astoria Portfolio Advisors opened a new position in Donaldson (DCI) in Q2 2026: 2,319 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #339 among its holdings.

313 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Astoria Portfolio Advisors held 2,319 shares of Donaldson worth $208K as of Q2 2026.
  • Donaldson was a new Astoria Portfolio Advisors position in Q2 2026.
  • Donaldson made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #339 holding.
  • 313 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.