FDP
DCI icon

Financiere des Professionnels’s Donaldson DCI Stock Holding History

Financiere des Professionnels’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
Q1 		– Sell
-3,124
Closed -$277K – 371
2025
Q4 		$277K Buy
3,124
+737
+31% +$64K 0.02% 266
2025
Q3 		$195K Hold
2,387
– – 0.01% 335
2025
Q2 		$166K Buy
+2,387
New +$161K 0.01% 312

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financiere des Professionnels's DCI Position: Q1 2026 in Review

Financiere des Professionnels sold out of Donaldson (DCI) in Q1 2026, closing a stake of 3,124 shares — an estimated $277K sold.

Financiere des Professionnels first reported a position in DCI in Q2 2025 and held it in 3 quarters. The position peaked at $277K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Financiere des Professionnels reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 3,124 Donaldson shares in Q1 2026, an estimated $277K.
  • Financiere des Professionnels first reported a position in Donaldson in Q2 2025 and held it in 3 quarters.
  • Financiere des Professionnels's Donaldson position peaked at $277K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.