Bank of Montreal’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.34M | Buy |
14,911
+325
| +2% | +$28K | ﹤0.01% | 1940 |
|
|
2026
Q1 | $1.24M | Sell |
14,586
-460
| -3% | -$44.4K | ﹤0.01% | 1920 |
|
|
2025
Q4 | $1.33M | Sell |
15,046
-751
| -5% | -$65.2K | ﹤0.01% | 1823 |
|
|
2025
Q3 | $1.29M | Sell |
15,797
-8,600
| -35% | -$648K | ﹤0.01% | 1845 |
|
|
2025
Q2 | $1.69M | Sell |
24,397
-14,106
| -37% | -$949K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $2.58M | Buy |
38,503
+2,553
| +7% | +$177K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $2.42M | Sell |
35,950
-38,278
| -52% | -$2.82M | ﹤0.01% | 1475 |
|
|
2024
Q3 | $5.48M | Buy |
74,228
+38,626
| +108% | +$2.79M | ﹤0.01% | 1271 |
|
|
2024
Q2 | $2.57M | Buy |
35,602
+5,251
| +17% | +$385K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $2.27M | Buy |
30,351
+2,401
| +9% | +$163K | ﹤0.01% | 1573 |
|
|
2023
Q4 | $1.84M | Buy |
27,950
+2,434
| +10% | +$148K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $1.6M | Buy |
25,516
+10,792
| +73% | +$668K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $944K | Sell |
14,724
-39,837
| -73% | -$2.49M | ﹤0.01% | 2219 |
|
|
2023
Q1 | $3.57M | Buy |
54,561
+37,045
| +211% | +$2.33M | ﹤0.01% | 1390 |
|
|
2022
Q4 | $1.06M | Buy |
17,516
+3,384
| +24% | +$194K | ﹤0.01% | 2141 |
|
|
2022
Q3 | $742 | Sell |
14,132
-10,143
| -42% | -$529K | ﹤0.01% | 2342 |
|
|
2022
Q2 | $1.25K | Buy |
24,275
+8,569
| +55% | +$432K | ﹤0.01% | 2173 |
|
|
2022
Q1 | $835K | Sell |
15,706
-10,770
| -41% | -$586K | ﹤0.01% | 2480 |
|
|
2021
Q4 | $1.56M | Buy |
26,476
+7,470
| +39% | +$442K | ﹤0.01% | 1708 |
|
|
2021
Q3 | $1.14M | Sell |
19,006
-3,773
| -17% | -$243K | ﹤0.01% | 2406 |
|
|
2021
Q2 | $1.44M | Buy |
22,779
+7,096
| +45% | +$439K | ﹤0.01% | 2262 |
|
|
2021
Q1 | $923K | Buy |
15,683
+3,963
| +34% | +$237K | ﹤0.01% | 2253 |
|
|
2020
Q4 | $695K | Buy |
11,720
+299
| +3% | +$15.8K | ﹤0.01% | 2513 |
|
|
2020
Q3 | $572K | Sell |
11,421
-131
| -1% | -$6.37K | ﹤0.01% | 2279 |
|
|
2020
Q2 | $522K | Buy |
11,552
+4,809
| +71% | +$213K | ﹤0.01% | 2245 |
|
|
2020
Q1 | $251K | Sell |
6,743
-21,232
| -76% | -$1.04M | ﹤0.01% | 2251 |
|
|
2019
Q4 | $1.61M | Buy |
27,975
+20,528
| +276% | +$1.12M | ﹤0.01% | 1997 |
|
|
2019
Q3 | $388K | Buy |
7,447
+502
| +7% | +$24.8K | ﹤0.01% | 2545 |
|
|
2019
Q2 | $353K | Sell |
6,945
-8,198
| -54% | -$417K | ﹤0.01% | 2627 |
|
|
2019
Q1 | $758K | Sell |
15,143
-1,211
| -7% | -$58.5K | ﹤0.01% | 2127 |
|
|
2018
Q4 | $709K | Sell |
16,354
-3,196
| -16% | -$165K | ﹤0.01% | 2030 |
|
|
2018
Q3 | $1.14M | Buy |
19,550
+300
| +2% | +$15.1K | ﹤0.01% | 1946 |
|
|
2018
Q2 | $868K | Buy |
19,250
+552
| +3% | +$25.5K | ﹤0.01% | 2074 |
|
|
2018
Q1 | $843K | Buy |
18,698
+2,177
| +13% | +$104K | ﹤0.01% | 2000 |
|
|
2017
Q4 | $808K | Buy |
16,521
+8,937
| +118% | +$426K | ﹤0.01% | 2051 |
|
|
2017
Q3 | $349K | Sell |
7,584
-182
| -2% | -$8.42K | ﹤0.01% | 2433 |
|
|
2017
Q2 | $353K | Sell |
7,766
-30,801
| -80% | -$1.42M | ﹤0.01% | 2411 |
|
|
2017
Q1 | $1.76M | Sell |
38,567
-13,681
| -26% | -$592K | ﹤0.01% | 1608 |
|
|
2016
Q4 | $2.12M | Sell |
52,248
-34,597
| -40% | -$1.37M | ﹤0.01% | 1516 |
|
|
2016
Q3 | $3.24M | Buy |
86,845
+1,571
| +2% | +$57.2K | ﹤0.01% | 1276 |
|
|
2016
Q2 | $2.93M | Buy |
85,274
+3,753
| +5% | +$125K | ﹤0.01% | 1317 |
|
|
2016
Q1 | $2.6M | Buy |
81,521
+1,188
| +1% | +$34.9K | ﹤0.01% | 1310 |
|
|
2015
Q4 | $2.3M | Buy |
80,333
+4,269
| +6% | +$126K | ﹤0.01% | 1337 |
|
|
2015
Q3 | $2.14M | Buy |
76,064
+17,243
| +29% | +$554K | ﹤0.01% | 1272 |
|
|
2015
Q2 | $2.11M | Buy |
58,821
+13,311
| +29% | +$485K | ﹤0.01% | 1364 |
|
|
2015
Q1 | $1.72M | Buy |
45,510
+41,480
| +1,029% | +$1.55M | ﹤0.01% | 1416 |
|
|
2014
Q4 | $157K | Sell |
4,030
-160
| -4% | -$6.36K | ﹤0.01% | 2571 |
|
|
2014
Q3 | $170K | Buy |
4,190
+341
| +9% | +$13.9K | ﹤0.01% | 2596 |
|
|
2014
Q2 | $162K | Buy |
3,849
+72
| +2% | +$3K | ﹤0.01% | 2598 |
|
|
2014
Q1 | $161K | Sell |
3,777
-797
| -17% | -$33.5K | ﹤0.01% | 2594 |
|
|
2013
Q4 | $199K | Sell |
4,574
-12
| -0.3% | -$489 | ﹤0.01% | 2244 |
|
|
2013
Q3 | $175K | Sell |
4,586
-20
| -0.4% | -$740 | ﹤0.01% | 2296 |
|
|
2013
Q2 | $164K | Buy |
+4,606
| New | +$167K | ﹤0.01% | 2269 |
|
Other funds holding DCI
Bank of Montreal's DCI Position: Q2 2026 in Review
Bank of Montreal increased its Donaldson (DCI) stake by 2.2% in Q2 2026, buying an estimated $28K and bringing the position to 14,911 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1940.
Bank of Montreal first reported a position in DCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.48M in Q3 2024. 600 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Bank of Montreal held 14,911 shares of Donaldson worth $1.34M as of Q2 2026.
- Bank of Montreal bought 325 Donaldson shares in Q2 2026, an estimated $28K.
- Donaldson made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1940 holding.
- Bank of Montreal first reported a position in Donaldson in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Donaldson position peaked at $5.48M in Q3 2024.
- 600 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.