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DecisionPoint Financial’s Donaldson DCI Stock Holding History

DecisionPoint Financial’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 		$266 Buy
+3
New +$258 ﹤0.01% 859

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

DecisionPoint Financial's DCI Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Donaldson (DCI) in Q2 2026: 3 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • DecisionPoint Financial held 3 shares of Donaldson worth $266 as of Q2 2026.
  • Donaldson was a new DecisionPoint Financial position in Q2 2026.
  • Donaldson made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #859 holding.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.