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Grove Bank & Trust’s Donaldson DCI Stock Holding History

Grove Bank & Trust’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
Q2 		$4.49K Hold
50
– – ﹤0.01% 741
2026
Q1 		$4.24K Hold
50
– – ﹤0.01% 723
2025
Q4 		$4.43K Hold
50
– – ﹤0.01% 742
2025
Q3 		$4.09K Buy
50
+13
+35% +$980 ﹤0.01% 732
2025
Q2 		$2.57K Hold
37
– – ﹤0.01% 764
2025
Q1 		$2.48K Hold
37
– – ﹤0.01% 756
2024
Q4 		$2.49K Buy
+37
New +$2.73K ﹤0.01% 671
2017
Q3 		– Sell
-200
Closed -$9K – 595
2017
Q2 		$9K Buy
+200
New +$9.21K 0.01% 482

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Grove Bank & Trust's DCI Position: Q2 2026 in Review

Grove Bank & Trust held its Donaldson (DCI) position steady in Q2 2026 at 50 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Grove Bank & Trust first reported a position in DCI in Q2 2017 and has held it in 8 quarters since. The position peaked at $9K in Q2 2017. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Grove Bank & Trust held 50 shares of Donaldson worth $4.49K as of Q2 2026.
  • Grove Bank & Trust left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #741 holding.
  • Grove Bank & Trust first reported a position in Donaldson in Q2 2017 and has held it in 8 quarters since.
  • Grove Bank & Trust's Donaldson position peaked at $9K in Q2 2017.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.