BGAI
DCI icon

Bruce G. Allen Investments’s Donaldson DCI Stock Holding History

Bruce G. Allen Investments’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 		$2.69K Hold
30
– – ﹤0.01% 641
2026
Q1 		$2.55K Hold
30
– – ﹤0.01% 659
2025
Q4 		$2.66K Hold
30
– – ﹤0.01% 650
2025
Q3 		$2.46K Hold
30
– – ﹤0.01% 673
2025
Q2 		$2.08K Buy
30
+21
+233% +$1.41K ﹤0.01% 702
2025
Q1 		$604 Hold
9
– – ﹤0.01% 901
2024
Q4 		$606 Hold
9
– – ﹤0.01% 924
2024
Q3 		$663 Hold
9
– – ﹤0.01% 900
2024
Q2 		$644 Hold
9
– – ﹤0.01% 831
2024
Q1 		$672 Hold
9
– – ﹤0.01% 833
2023
Q4 		$588 Buy
+9
New +$548 ﹤0.01% 897

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bruce G. Allen Investments's DCI Position: Q2 2026 in Review

Bruce G. Allen Investments held its Donaldson (DCI) position steady in Q2 2026 at 30 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Bruce G. Allen Investments first reported a position in DCI in Q4 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Bruce G. Allen Investments held 30 shares of Donaldson worth $2.69K as of Q2 2026.
  • Bruce G. Allen Investments left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #641 holding.
  • Bruce G. Allen Investments first reported a position in Donaldson in Q4 2023 and has held it in 11 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.