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 Q3	$87K	Hold	1,000	–	–	0.02%	167
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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

AIM

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

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Pacific Center for Financial Services's DCI Position: Q3 2026 in Review

Pacific Center for Financial Services held its Donaldson (DCI) position steady in Q3 2026 at 1,000 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #167.

Pacific Center for Financial Services first reported a position in DCI in Q3 2023 and has held it in 13 quarters since. The position peaked at $89.8K in Q2 2026. 57 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Pacific Center for Financial Services held 1,000 shares of Donaldson worth $87K as of Q3 2026.
Pacific Center for Financial Services left its Donaldson share count unchanged in Q3 2026.
Donaldson made up 0.02% of Pacific Center for Financial Services's portfolio in Q3 2026, its #167 holding.
Pacific Center for Financial Services first reported a position in Donaldson in Q3 2023 and has held it in 13 quarters since.
Pacific Center for Financial Services's Donaldson position peaked at $89.8K in Q2 2026.
57 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.