James T. Borello
DCI icon

James T. Borello’s Donaldson DCI Stock Holding History

James T. Borello’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 		$87 Hold
1
– – ﹤0.01% 1216
2026
Q2 		$90 Sell
1
-109
-99% -$9.38K ﹤0.01% 1196
2026
Q1 		$9.34K Buy
110
+106
+2,650% +$10.2K ﹤0.01% 584
2025
Q4 		$355 Buy
+4
New +$347 ﹤0.01% 960

Other funds holding DCI

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

James T. Borello's DCI Position: Q3 2026 in Review

James T. Borello held its Donaldson (DCI) position steady in Q3 2026 at 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

James T. Borello first reported a position in DCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.34K in Q1 2026. 193 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • James T. Borello held 1 share of Donaldson worth $87 as of Q3 2026.
  • James T. Borello left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1216 holding.
  • James T. Borello first reported a position in Donaldson in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Donaldson position peaked at $9.34K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.