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Global Financial Private Client’s Donaldson DCI Stock Holding History

Global Financial Private Client’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
-16
Closed -$1.07K – 561
2025
Q1 		$1.07K Buy
16
+11
+220% +$761 ﹤0.01% 1044
2024
Q4 		$337 Buy
+5
New +$369 ﹤0.01% 1072

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

Global Financial Private Client's DCI Position: Q2 2025 in Review

Global Financial Private Client sold out of Donaldson (DCI) in Q2 2025, closing a stake of 16 shares — an estimated $1.07K sold.

Global Financial Private Client first reported a position in DCI in Q4 2024 and held it in 2 quarters. The position peaked at $1.07K in Q1 2025. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • Global Financial Private Client reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 16 Donaldson shares in Q2 2025, an estimated $1.07K.
  • Global Financial Private Client first reported a position in Donaldson in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Donaldson position peaked at $1.07K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.