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Larson Financial Group’s Donaldson DCI Stock Holding History

Larson Financial 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
Q2 		$57.5K Buy
640
+517
+420% +$44.5K ﹤0.01% 1462
2026
Q1 		$10.4K Sell
123
-4
-3% -$386 ﹤0.01% 2230
2025
Q4 		$11.3K Buy
127
+85
+202% +$7.38K ﹤0.01% 2047
2025
Q3 		$3.44K Buy
42
+34
+425% +$2.56K ﹤0.01% 2496
2025
Q2 		$555 Sell
8
-8
-50% -$538 ﹤0.01% 2832
2025
Q1 		$1.07K Sell
16
-27
-63% -$1.87K ﹤0.01% 2369
2024
Q4 		$2.9K Buy
43
+20
+87% +$1.48K ﹤0.01% 1797
2024
Q3 		$1.7K Buy
23
+19
+475% +$1.37K ﹤0.01% 1887
2024
Q2 		$286 Buy
+4
New +$294 ﹤0.01% 1969

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

Larson Financial Group's DCI Position: Q2 2026 in Review

Larson Financial Group increased its Donaldson (DCI) stake by 420% in Q2 2026, buying an estimated $44.5K and bringing the position to 640 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Larson Financial Group first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Larson Financial Group held 640 shares of Donaldson worth $57.5K as of Q2 2026.
  • Larson Financial Group bought 517 Donaldson shares in Q2 2026, an estimated $44.5K.
  • Donaldson made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1462 holding.
  • Larson Financial Group first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.