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Parkside Financial Bank & Trust’s Donaldson DCI Stock Holding History

Parkside Financial Bank & Trust’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 		$180K Buy
2,118
+78
+4% +$7.53K 0.01% 479
2025
Q4 		$181K Buy
2,040
+70
+4% +$6.08K 0.01% 484
2025
Q3 		$161K Buy
1,970
+9
+0.5% +$679 0.01% 505
2025
Q2 		$136K Buy
1,961
+1,643
+517% +$111K 0.01% 543
2025
Q1 		$21.3K Buy
318
+2
+0.6% +$138 ﹤0.01% 1129
2024
Q4 		$21.3K Buy
316
+51
+19% +$3.76K ﹤0.01% 1075
2024
Q3 		$19.5K Buy
265
+52
+24% +$3.76K ﹤0.01% 1066
2024
Q2 		$15.2K Buy
213
+65
+44% +$4.77K ﹤0.01% 1082
2024
Q1 		$11.1K Buy
148
+5
+3% +$340 ﹤0.01% 1144
2023
Q4 		$9.35K Buy
143
+5
+4% +$305 ﹤0.01% 1159
2023
Q3 		$8.23K Buy
138
+32
+30% +$1.98K ﹤0.01% 1188
2023
Q2 		$6.63K Buy
106
+65
+159% +$4.07K ﹤0.01% 1263
2023
Q1 		$2.68K Sell
41
-12
-23% -$754 ﹤0.01% 1608
2022
Q4 		$3.12K Buy
53
+44
+489% +$2.52K ﹤0.01% 1522
2022
Q3 		$0 Sell
9
-104
-92% -$5.43K ﹤0.01% 1821
2022
Q2 		$5K Sell
113
-26
-19% -$1.31K ﹤0.01% 1221
2022
Q1 		$7K Buy
139
+19
+16% +$1.03K ﹤0.01% 1146
2021
Q4 		$7K Sell
120
-11
-8% -$651 ﹤0.01% 1153
2021
Q3 		$8K Hold
131
– – ﹤0.01% 1035
2021
Q2 		$9K Buy
131
+2
+2% +$124 ﹤0.01% 997
2021
Q1 		$7K Hold
129
– – ﹤0.01% 1057
2020
Q4 		$7K Hold
129
– – ﹤0.01% 978
2020
Q3 		$6K Buy
129
+8
+7% +$389 ﹤0.01% 887
2020
Q2 		$6K Buy
+121
New +$5.35K ﹤0.01% 888

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 $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Parkside Financial Bank & Trust's DCI Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Donaldson (DCI) stake by 3.8% in Q1 2026, buying an estimated $7.53K and bringing the position to 2,118 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #479.

Parkside Financial Bank & Trust first reported a position in DCI in Q2 2020 and has held it in 24 quarters since. The position peaked at $181K in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,118 shares of Donaldson worth $180K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 78 Donaldson shares in Q1 2026, an estimated $7.53K.
  • Donaldson made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #479 holding.
  • Parkside Financial Bank & Trust first reported a position in Donaldson in Q2 2020 and has held it in 24 quarters since.
  • Parkside Financial Bank & Trust's Donaldson position peaked at $181K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.