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NFP Retirement Inc’s Donaldson DCI Stock Holding History

NFP Retirement Inc’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 		$216K Buy
2,405
+40
+2% +$3.44K 0.01% 296
2026
Q1 		$201K Buy
2,365
+3
+0.1% +$290 0.01% 303
2025
Q4 		$209K Buy
+2,362
New +$205K 0.01% 291

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

NFP Retirement Inc's DCI Position: Q2 2026 in Review

NFP Retirement Inc increased its Donaldson (DCI) stake by 1.7% in Q2 2026, buying an estimated $3.44K and bringing the position to 2,405 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #296.

NFP Retirement Inc first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • NFP Retirement Inc held 2,405 shares of Donaldson worth $216K as of Q2 2026.
  • NFP Retirement Inc bought 40 Donaldson shares in Q2 2026, an estimated $3.44K.
  • Donaldson made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #296 holding.
  • NFP Retirement Inc first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.