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First Pacific Financial’s Donaldson DCI Stock Holding History

First Pacific 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
2025
Q2 		– Sell
-399
Closed -$26.8K – 510
2025
Q1 		$26.8K Hold
399
– – 0.01% 225
2024
Q4 		$26.9K Hold
399
– – 0.01% 230
2024
Q3 		$29.4K Buy
+399
New +$28.8K 0.01% 223

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Pacific Financial's DCI Position: Q2 2025 in Review

First Pacific Financial sold out of Donaldson (DCI) in Q2 2025, closing a stake of 399 shares — an estimated $26.8K sold.

First Pacific Financial first reported a position in DCI in Q3 2024 and held it in 3 quarters. The position peaked at $29.4K in Q3 2024. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • First Pacific Financial reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • First Pacific Financial sold 399 Donaldson shares in Q2 2025, an estimated $26.8K.
  • First Pacific Financial first reported a position in Donaldson in Q3 2024 and held it in 3 quarters.
  • First Pacific Financial's Donaldson position peaked at $29.4K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on First Pacific Financial's 13F filing for Q2 2025, filed 18 Jul 2025.