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JFS Wealth Advisors’s Donaldson DCI Stock Holding History

JFS Wealth Advisors’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 		$12.9K Buy
144
+3
+2% +$258 ﹤0.01% 902
2026
Q1 		$12K Buy
141
+4
+3% +$386 ﹤0.01% 884
2025
Q4 		$12.1K Buy
137
+32
+30% +$2.78K ﹤0.01% 913
2025
Q3 		$8.6K Sell
105
-29
-22% -$2.19K ﹤0.01% 945
2025
Q2 		$9.29K Sell
134
-16
-11% -$1.08K ﹤0.01% 890
2025
Q1 		$10.1K Buy
150
+2
+1% +$138 ﹤0.01% 879
2024
Q4 		$9.97K Sell
148
-13
-8% -$959 ﹤0.01% 851
2024
Q3 		$11.9K Sell
161
-8
-5% -$578 ﹤0.01% 799
2024
Q2 		$12.1K Hold
169
– – ﹤0.01% 737
2024
Q1 		$12.6K Hold
169
– – ﹤0.01% 743
2023
Q4 		$11K Hold
169
– – ﹤0.01% 744
2023
Q3 		$10.1K Hold
169
– – ﹤0.01% 726
2023
Q2 		$10.6K Sell
169
-3
-2% -$188 ﹤0.01% 714
2023
Q1 		$11.2K Sell
172
-1
-0.6% -$63 ﹤0.01% 680
2022
Q4 		$10.2K Buy
173
+15
+9% +$859 ﹤0.01% 704
2022
Q3 		$8K Buy
158
+36
+30% +$1.88K ﹤0.01% 799
2022
Q2 		$6K Sell
122
-33
-21% -$1.66K ﹤0.01% 922
2022
Q1 		$8K Buy
155
+128
+474% +$6.97K ﹤0.01% 857
2021
Q4 		$2K Buy
+27
New +$1.6K ﹤0.01% 1056

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

JFS Wealth Advisors's DCI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Donaldson (DCI) stake by 2.1% in Q2 2026, buying an estimated $258 and bringing the position to 144 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

JFS Wealth Advisors first reported a position in DCI in Q4 2021 and has held it in 19 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • JFS Wealth Advisors held 144 shares of Donaldson worth $12.9K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Donaldson shares in Q2 2026, an estimated $258.
  • Donaldson made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #902 holding.
  • JFS Wealth Advisors first reported a position in Donaldson in Q4 2021 and has held it in 19 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.