Farther Finance Advisors
DCI icon

Farther Finance Advisors’s Donaldson DCI Stock Holding History

Farther Finance Advisors’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
Q3 		$227K Sell
2,604
-2,640
-50% -$241K ﹤0.01% 2202
2026
Q2 		$471K Sell
5,244
-834
-14% -$71.7K ﹤0.01% 1604
2026
Q1 		$523K Buy
6,078
+173
+3% +$16.7K ﹤0.01% 1361
2025
Q4 		$524K Sell
5,905
-223
-4% -$19.4K 0.01% 1279
2025
Q3 		$502K Buy
6,128
+210
+4% +$15.8K 0.01% 1069
2025
Q2 		$410K Sell
5,918
-323
-5% -$21.7K 0.01% 997
2025
Q1 		$421K Buy
6,241
+2,606
+72% +$180K 0.01% 855
2024
Q4 		$245K Sell
3,635
-145
-4% -$10.7K 0.01% 896
2024
Q3 		$279K Buy
3,780
+3,162
+512% +$229K 0.01% 860
2024
Q2 		$43.7K Buy
618
+423
+217% +$31K ﹤0.01% 1475
2024
Q1 		$14.4K Buy
195
+7
+4% +$476 ﹤0.01% 1607
2023
Q4 		$12.3K Buy
188
+169
+889% +$10.3K ﹤0.01% 1527
2023
Q3 		$1.13K Hold
19
– – ﹤0.01% 2050
2023
Q2 		$1.19K Buy
19
+10
+111% +$626 ﹤0.01% 1918
2023
Q1 		$588 Buy
9
+5
+125% +$314 ﹤0.01% 1964
2022
Q4 		$235 Buy
+4
New +$229 ﹤0.01% 2005

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Farther Finance Advisors's DCI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Donaldson (DCI) stake by 50% in Q3 2026, selling an estimated $241K and leaving 2,604 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Farther Finance Advisors first reported a position in DCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $524K in Q4 2025. 61 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Farther Finance Advisors held 2,604 shares of Donaldson worth $227K as of Q3 2026.
  • Farther Finance Advisors sold 2,640 Donaldson shares in Q3 2026, an estimated $241K.
  • Donaldson made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2202 holding.
  • Farther Finance Advisors first reported a position in Donaldson in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Donaldson position peaked at $524K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.