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Community Financial Services Group’s Donaldson DCI Stock Holding History

Community Financial Services 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
2026
Q2 		$7.97K Hold
90
– – ﹤0.01% 403
2026
Q1 		$7.75K Buy
+90
New +$8.69K ﹤0.01% 344
2025
Q2 		– Sell
-14,735
Closed -$988K – 99
2025
Q1 		$988K Buy
14,735
+685
+5% +$47.4K 0.21% 66
2024
Q4 		$946K Buy
14,050
+916
+7% +$67.6K 0.19% 68
2024
Q3 		$968K Buy
13,134
+79
+0.6% +$5.71K 0.2% 74
2024
Q2 		$934K Buy
13,055
+102
+0.8% +$7.49K 0.2% 76
2024
Q1 		$967K Buy
+12,953
New +$881K 0.22% 83

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Community Financial Services Group's DCI Position: Q2 2026 in Review

Community Financial Services Group held its Donaldson (DCI) position steady in Q2 2026 at 90 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Community Financial Services Group first reported a position in DCI in Q1 2024 and has held it in 7 quarters since. The position peaked at $988K in Q1 2025. 75 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Community Financial Services Group held 90 shares of Donaldson worth $7.97K as of Q2 2026.
  • Community Financial Services Group left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #403 holding.
  • Community Financial Services Group first reported a position in Donaldson in Q1 2024 and has held it in 7 quarters since.
  • Community Financial Services Group's Donaldson position peaked at $988K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.