Patriot Investment Management Group’s Donaldson DCI Stock Holding History

Patriot Investment Management Group’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	–	Sell	-2,275	Closed	-$204K	–	238
2026 Q2	$204K	Buy	+2,275	New	+$196K	0.01%	238
2026 Q1	–	Sell	-2,267	Closed	-$201K	–	237
2025 Q4	$201K	Buy	+2,267	New	+$197K	0.01%	241
2020 Q3	–	Sell	-2,073	Closed	-$96.5K	–	288
2020 Q2	$96.5K	Buy	+2,073	New	+$91.6K	0.01%	268

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

Patriot Investment Management Group's DCI Position: Q3 2026 in Review

Patriot Investment Management Group sold out of Donaldson (DCI) in Q3 2026, closing a stake of 2,275 shares — an estimated $204K sold.

Patriot Investment Management Group first reported a position in DCI in Q2 2020 and held it in 3 quarters. The position peaked at $204K in Q2 2026. 71 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Patriot Investment Management Group reported no remaining Donaldson position as of Q3 2026 after selling out during the quarter.
Patriot Investment Management Group sold 2,275 Donaldson shares in Q3 2026, an estimated $204K.
Patriot Investment Management Group first reported a position in Donaldson in Q2 2020 and held it in 3 quarters.
Patriot Investment Management Group's Donaldson position peaked at $204K in Q2 2026.
71 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.