CIBC Private Wealth Group
DCI icon

CIBC Private Wealth Group’s Donaldson DCI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$2.84M Buy
32,067
+407
+1% +$35.3K ﹤0.01% 516
2025
Q3 		$2.59M Buy
31,660
+716
+2% +$54K ﹤0.01% 524
2025
Q2 		$2.15M Buy
30,944
+4,339
+16% +$292K ﹤0.01% 541
2025
Q1 		$1.57M Sell
26,605
-2,282
-8% -$158K ﹤0.01% 575
2024
Q4 		$1.96M Buy
28,887
+7,894
+38% +$582K ﹤0.01% 572
2024
Q3 		$1.55M Buy
20,993
+6,733
+47% +$487K ﹤0.01% 608
2024
Q2 		$1M Buy
14,260
+604
+4% +$44.3K ﹤0.01% 664
2024
Q1 		$1.01M Buy
13,656
+77
+0.6% +$5.24K ﹤0.01% 674
2023
Q4 		$887K Sell
13,579
-3,723
-22% -$227K ﹤0.01% 658
2023
Q3 		$1.03M Sell
17,302
-217
-1% -$13.4K ﹤0.01% 603
2023
Q2 		$1.1M Hold
17,519
– – ﹤0.01% 582
2023
Q1 		$1.14M Buy
17,519
+44
+0.3% +$2.77K ﹤0.01% 589
2022
Q4 		$1.03M Sell
17,475
-929
-5% -$53.2K ﹤0.01% 522
2022
Q3 		$902K Hold
18,404
– – ﹤0.01% 607
2022
Q2 		$886K Hold
18,404
– – ﹤0.01% 617
2022
Q1 		$956K Hold
18,404
– – ﹤0.01% 638
2021
Q4 		$1.09M Hold
18,404
– – ﹤0.01% 629
2021
Q3 		$1.06M Buy
18,404
+2,780
+18% +$179K ﹤0.01% 618
2021
Q2 		$992K Hold
15,624
– – ﹤0.01% 667
2021
Q1 		$909K Sell
15,624
-300
-2% -$17.9K ﹤0.01% 687
2020
Q4 		$889K Buy
+15,924
New +$840K ﹤0.01% 654
2019
Q3 		– Sell
-15,223
Closed -$774K – 901
2019
Q2 		$774K Sell
15,223
-250
-2% -$12.7K ﹤0.01% 631
2019
Q1 		$775K Buy
15,473
+487
+3% +$23.5K ﹤0.01% 638
2018
Q4 		$651K Buy
+14,986
New +$775K ﹤0.01% 635

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

CIBC Private Wealth Group's DCI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Donaldson (DCI) stake by 1.3% in Q4 2025, buying an estimated $35.3K and bringing the position to 32,067 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #516.

CIBC Private Wealth Group first reported a position in DCI in Q4 2018 and has held it in 24 quarters since. 620 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • CIBC Private Wealth Group held 32,067 shares of Donaldson worth $2.84M as of Q4 2025.
  • CIBC Private Wealth Group bought 407 Donaldson shares in Q4 2025, an estimated $35.3K.
  • Donaldson made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #516 holding.
  • CIBC Private Wealth Group first reported a position in Donaldson in Q4 2018 and has held it in 24 quarters since.
  • 620 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.