MFG
DCI icon

Merit Financial Group’s Donaldson DCI Stock Holding History

Merit 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 		$275K Sell
3,066
-290
-9% -$24.9K ﹤0.01% 1865
2026
Q1 		$285K Buy
3,356
+520
+18% +$50.2K ﹤0.01% 1688
2025
Q4 		$251K Buy
+2,836
New +$246K ﹤0.01% 1670

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Merit Financial Group reduced its Donaldson (DCI) stake by 8.6% in Q2 2026, selling an estimated $24.9K and leaving 3,066 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Merit Financial Group first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q1 2026. 104 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Merit Financial Group held 3,066 shares of Donaldson worth $275K as of Q2 2026.
  • Merit Financial Group sold 290 Donaldson shares in Q2 2026, an estimated $24.9K.
  • Donaldson made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1865 holding.
  • Merit Financial Group first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Donaldson position peaked at $285K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.