Pacific Center for Financial Services’s Donaldson DCI Stock Holding History

Pacific Center for Financial Services’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	$89.8K	Hold	1,000	–	–	0.02%	163
2026 Q1	$84.9K	Hold	1,000	–	–	0.02%	159
2025 Q4	$81.8K	Hold	1,000	–	–	0.02%	161
2025 Q3	$81.8K	Hold	1,000	–	–	0.02%	161
2025 Q2	$69.3K	Hold	1,000	–	–	0.02%	163
2025 Q1	$67.1K	Hold	1,000	–	–	0.02%	166
2024 Q4	$67.3K	Hold	1,000	–	–	0.02%	165
2024 Q3	$73.7K	Hold	1,000	–	–	0.02%	156
2024 Q2	$71.6K	Hold	1,000	–	–	0.02%	157
2024 Q1	$74.7K	Hold	1,000	–	–	0.02%	158
2023 Q4	$65.3K	Hold	1,000	–	–	0.02%	153
2023 Q3	$59.6K	Buy	+1,000	New	+$61.9K	0.02%	161

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Pacific Center for Financial Services's DCI Position: Q2 2026 in Review

Pacific Center for Financial Services held its Donaldson (DCI) position steady in Q2 2026 at 1,000 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #163.

Pacific Center for Financial Services first reported a position in DCI in Q3 2023 and has held it in 12 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Pacific Center for Financial Services held 1,000 shares of Donaldson worth $89.8K as of Q2 2026.
Pacific Center for Financial Services left its Donaldson share count unchanged in Q2 2026.
Donaldson made up 0.02% of Pacific Center for Financial Services's portfolio in Q2 2026, its #163 holding.
Pacific Center for Financial Services first reported a position in Donaldson in Q3 2023 and has held it in 12 quarters since.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.