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KFA Private Wealth Group’s Donaldson DCI Stock Holding History

KFA Private Wealth Group’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 		$232K Hold
2,668
– – 0.05% 143
2026
Q2 		$240K Hold
2,668
– – 0.06% 138
2026
Q1 		$226K Hold
2,668
– – 0.05% 154
2025
Q4 		$237K Hold
2,668
– – 0.06% 135
2025
Q3 		$218K Buy
+2,668
New +$201K 0.06% 129

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DS
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
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

KFA Private Wealth Group's DCI Position: Q3 2026 in Review

KFA Private Wealth Group held its Donaldson (DCI) position steady in Q3 2026 at 2,668 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #143.

KFA Private Wealth Group first reported a position in DCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $240K in Q2 2026. 48 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • KFA Private Wealth Group held 2,668 shares of Donaldson worth $232K as of Q3 2026.
  • KFA Private Wealth Group left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up 0.05% of KFA Private Wealth Group's portfolio in Q3 2026, its #143 holding.
  • KFA Private Wealth Group first reported a position in Donaldson in Q3 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Donaldson position peaked at $240K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.