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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
Q1 		$201K Buy
2,365
+3
+0.1% +$290 0.01% 303
2025
Q4 		$209K Buy
+2,362
New +$205K 0.01% 291

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VCM
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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NFP Retirement Inc's DCI Position: Q1 2026 in Review

NFP Retirement Inc increased its Donaldson (DCI) stake by 0.13% in Q1 2026, buying an estimated $290 and bringing the position to 2,365 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #303.

NFP Retirement Inc first reported a position in DCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $209K in Q4 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • NFP Retirement Inc held 2,365 shares of Donaldson worth $201K as of Q1 2026.
  • NFP Retirement Inc bought 3 Donaldson shares in Q1 2026, an estimated $290.
  • Donaldson made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #303 holding.
  • NFP Retirement Inc first reported a position in Donaldson in Q4 2025 and has held it in 2 quarters since.
  • NFP Retirement Inc's Donaldson position peaked at $209K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.