Meriwether Wealth & Planning’s Donaldson DCI Stock Holding History

Meriwether Wealth & Planning’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	$3.57K	Buy	+41	New	+$3.74K	﹤0.01%	567

Other funds holding DCI

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Meriwether Wealth & Planning's DCI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Donaldson (DCI) in Q3 2026: 41 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

167 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Meriwether Wealth & Planning held 41 shares of Donaldson worth $3.57K as of Q3 2026.
Donaldson was a new Meriwether Wealth & Planning position in Q3 2026.
Donaldson made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #567 holding.
167 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.