CIBC World Markets’s Donaldson DCI Stock Holding History

CIBC World Markets’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	$973K	Buy	+10,969	New	+$953K	﹤0.01%	740
2023 Q1	–	Sell	-18,000	Closed	-$1.06M	–	670
2022 Q4	$1.06M	Buy	+18,000	New	+$1.03M	0.01%	589
2021 Q2	–	Sell	-13,542	Closed	-$788K	–	700
2021 Q1	$788K	Buy	+13,542	New	+$810K	﹤0.01%	672
2020 Q1	–	Sell	-80,700	Closed	-$4.65M	–	619
2019 Q4	$4.65M	Buy	+80,700	New	+$4.39M	0.03%	414

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 World Markets's DCI Position: Q4 2025 in Review

CIBC World Markets opened a new position in Donaldson (DCI) in Q4 2025: 10,969 shares worth $973K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in DCI as recently as Q4 2022.

CIBC World Markets first reported a position in DCI in Q4 2019 and has held it in 4 quarters since. The position peaked at $4.65M in Q4 2019. 620 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

CIBC World Markets held 10,969 shares of Donaldson worth $973K as of Q4 2025.
Donaldson was a new CIBC World Markets position in Q4 2025.
Donaldson made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #740 holding.
CIBC World Markets first reported a position in Donaldson in Q4 2019 and has held it in 4 quarters since.
CIBC World Markets's Donaldson position peaked at $4.65M in Q4 2019.
620 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.