EFS
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Essex Financial Services’s Donaldson DCI Stock Holding History

Essex Financial Services’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 		$255K Sell
2,841
-53
-2% -$4.56K 0.01% 704
2026
Q1 		$246K Sell
2,894
-269
-9% -$26K 0.01% 680
2025
Q4 		$280K Sell
3,163
-811
-20% -$70.4K 0.02% 626
2025
Q3 		$325K Buy
3,974
+843
+27% +$63.6K 0.02% 556
2025
Q2 		$217K Sell
3,131
-60
-2% -$4.04K 0.01% 639
2025
Q1 		$214K Sell
3,191
-6
-0.2% -$415 0.02% 587
2024
Q4 		$215K Buy
3,197
+119
+4% +$8.78K 0.02% 585
2024
Q3 		$227K Sell
3,078
-178
-5% -$12.9K 0.02% 566
2024
Q2 		$234K Buy
+3,256
New +$239K 0.02% 540

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essex Financial Services's DCI Position: Q2 2026 in Review

Essex Financial Services reduced its Donaldson (DCI) stake by 1.8% in Q2 2026, selling an estimated $4.56K and leaving 2,841 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #704.

Essex Financial Services first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $325K in Q3 2025. 444 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Essex Financial Services held 2,841 shares of Donaldson worth $255K as of Q2 2026.
  • Essex Financial Services sold 53 Donaldson shares in Q2 2026, an estimated $4.56K.
  • Donaldson made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #704 holding.
  • Essex Financial Services first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Donaldson position peaked at $325K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.