FFN
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Focus Financial Network’s Donaldson DCI Stock Holding History

Focus Financial Network’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 		$2.66M Sell
30,515
-1
-0% -$91 0.08% 186
2026
Q2 		$2.74M Buy
30,516
+576
+2% +$49.5K 0.08% 182
2026
Q1 		$2.54M Sell
29,940
-2,361
-7% -$228K 0.09% 180
2025
Q4 		$2.86M Buy
32,301
+991
+3% +$86.1K 0.1% 160
2025
Q3 		$2.56M Sell
31,310
-3,692
-11% -$278K 0.09% 170
2025
Q2 		$2.43M Buy
35,002
+248
+0.7% +$16.7K 0.1% 168
2025
Q1 		$2.33M Buy
34,754
+9
+0% +$623 0.1% 163
2024
Q4 		$2.34M Buy
34,745
+828
+2% +$61.1K 0.09% 163
2024
Q3 		$2.5M Buy
33,917
+9
+0% +$651 0.1% 154
2024
Q2 		$2.52M Buy
33,908
+3
+0% +$220 0.11% 141
2024
Q1 		$2.43M Sell
33,905
-15,532
-31% -$1.06M 0.12% 136
2023
Q4 		$3.23M Buy
49,437
+15,035
+44% +$916K 0.12% 150
2023
Q3 		$2.05M Sell
34,402
-9,963
-22% -$617K 0.12% 141
2023
Q2 		$2.77M Buy
44,365
+11,786
+36% +$737K 0.15% 124
2023
Q1 		$2.13M Sell
32,579
-135
-0.4% -$8.48K 0.13% 136
2022
Q4 		$1.93M Sell
32,714
-191
-0.6% -$10.9K 0.16% 116
2022
Q3 		$1.61M Buy
32,905
+11
+0% +$574 0.14% 131
2022
Q2 		$1.58M Buy
32,894
+25,147
+325% +$1.27M 0.13% 134
2022
Q1 		$402K Sell
7,747
-5,372
-41% -$292K 0.03% 334
2021
Q4 		$777K Buy
13,119
+1,052
+9% +$62.3K 0.11% 162
2021
Q3 		$693K Hold
12,067
– – 0.09% 200
2021
Q2 		$767K Sell
12,067
-1,128
-9% -$69.7K 0.1% 191
2021
Q1 		$767K Buy
13,195
+5,566
+73% +$333K 0.09% 188
2020
Q4 		$426K Sell
7,629
-291
-4% -$15.4K 0.04% 288
2020
Q3 		$368K Buy
7,920
+2,020
+34% +$98.2K 0.03% 304
2020
Q2 		$274K Hold
5,900
– – 0.03% 315
2020
Q1 		$228K Sell
5,900
-195
-3% -$9.54K 0.03% 320
2019
Q4 		$351K Sell
6,095
-596
-9% -$32.4K 0.04% 285
2019
Q3 		$348K Sell
6,691
-579
-8% -$28.7K 0.05% 267
2019
Q2 		$370K Hold
7,270
– – 0.05% 254
2019
Q1 		$364K Buy
+7,270
New +$351K 0.06% 242

Other funds holding DCI

DRZID
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
CIM
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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Focus Financial Network's DCI Position: Q3 2026 in Review

Focus Financial Network reduced its Donaldson (DCI) stake by 0% in Q3 2026, selling an estimated $91 and leaving 30,515 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #186.

Focus Financial Network first reported a position in DCI in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.23M in Q4 2023. 45 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Focus Financial Network held 30,515 shares of Donaldson worth $2.66M as of Q3 2026.
  • Focus Financial Network sold 1 Donaldson share in Q3 2026, an estimated $91.
  • Donaldson made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #186 holding.
  • Focus Financial Network first reported a position in Donaldson in Q1 2019 and has held it in 31 quarters since.
  • Focus Financial Network's Donaldson position peaked at $3.23M in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.