JNBA Financial Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.1K | Hold |
112
| – | – | ﹤0.01% | 515 |
|
|
2026
Q1 | $9.51K | Hold |
112
| – | – | ﹤0.01% | 498 |
|
|
2025
Q4 | $9.93K | Hold |
112
| – | – | ﹤0.01% | 489 |
|
|
2025
Q3 | $9.17K | Hold |
112
| – | – | ﹤0.01% | 487 |
|
|
2025
Q2 | $7.77K | Hold |
112
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $7.51K | Hold |
112
| – | – | ﹤0.01% | 487 |
|
|
2024
Q4 | $7.54K | Hold |
112
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $8.26K | Hold |
112
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $8.02K | Hold |
112
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $8.37K | Hold |
112
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $7.32K | Hold |
112
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $6.68K | Hold |
112
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $7K | Hold |
112
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $7.32K | Hold |
112
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $6.59K | Hold |
112
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $6K | Hold |
112
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $7K | Buy |
+112
| New | +$6.63K | ﹤0.01% | 557 |
|
|
2016
Q4 | – | Sell |
-222
| Closed | -$8K | – | 690 |
|
|
2016
Q3 | $8K | Buy |
222
+8
| +4% | +$291 | ﹤0.01% | 1087 |
|
|
2016
Q2 | $7K | Hold |
214
| – | – | ﹤0.01% | 366 |
|
|
2016
Q1 | $7K | Hold |
214
| – | – | ﹤0.01% | 386 |
|
|
2015
Q4 | $6K | Hold |
214
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $6K | Sell |
214
-1,300
| -86% | -$41.7K | ﹤0.01% | 391 |
|
|
2015
Q2 | $54K | Hold |
1,514
| – | – | 0.02% | 176 |
|
|
2015
Q1 | $57K | Hold |
1,514
| – | – | 0.02% | 173 |
|
|
2014
Q4 | $58K | Hold |
1,514
| – | – | 0.02% | 171 |
|
|
2014
Q3 | $62K | Hold |
1,514
| – | – | 0.03% | 173 |
|
|
2014
Q2 | $64K | Hold |
1,514
| – | – | 0.03% | 163 |
|
|
2014
Q1 | $64K | Sell |
1,514
-234
| -13% | -$9.84K | 0.03% | 153 |
|
|
2013
Q4 | $76K | Hold |
1,748
| – | – | 0.04% | 143 |
|
|
2013
Q3 | $67K | Hold |
1,748
| – | – | 0.04% | 145 |
|
|
2013
Q2 | $62K | Buy |
+1,748
| New | +$63.5K | 0.04% | 140 |
|
Other funds holding DCI
JNBA Financial Advisors's DCI Position: Q2 2026 in Review
JNBA Financial Advisors held its Donaldson (DCI) position steady in Q2 2026 at 112 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #515.
JNBA Financial Advisors first reported a position in DCI in Q2 2013 and has held it in 33 quarters since. The position peaked at $76K in Q4 2013. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- JNBA Financial Advisors held 112 shares of Donaldson worth $10.1K as of Q2 2026.
- JNBA Financial Advisors left its Donaldson share count unchanged in Q2 2026.
- Donaldson made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #515 holding.
- JNBA Financial Advisors first reported a position in Donaldson in Q2 2013 and has held it in 33 quarters since.
- JNBA Financial Advisors's Donaldson position peaked at $76K in Q4 2013.
- 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.