BPC
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Bearing Point Capital’s Donaldson DCI Stock Holding History

Bearing Point Capital’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
Q1 		$628K Buy
7,403
+150
+2% +$14.5K 0.1% 120
2025
Q4 		$643K Sell
7,253
-350
-5% -$30.4K 0.1% 125
2025
Q3 		$622K Hold
7,603
– – 0.11% 114
2025
Q2 		$527K Hold
7,603
– – 0.1% 122
2025
Q1 		$510K Sell
7,603
-25
-0.3% -$1.73K 0.11% 125
2024
Q4 		$514K Buy
+7,628
New +$563K 0.11% 119

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bearing Point Capital's DCI Position: Q1 2026 in Review

Bearing Point Capital increased its Donaldson (DCI) stake by 2.1% in Q1 2026, buying an estimated $14.5K and bringing the position to 7,403 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #120.

Bearing Point Capital first reported a position in DCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $643K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Bearing Point Capital held 7,403 shares of Donaldson worth $628K as of Q1 2026.
  • Bearing Point Capital bought 150 Donaldson shares in Q1 2026, an estimated $14.5K.
  • Donaldson made up 0.1% of Bearing Point Capital's portfolio in Q1 2026, its #120 holding.
  • Bearing Point Capital first reported a position in Donaldson in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Donaldson position peaked at $643K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.