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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
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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return

Patriot Investment Management Group's DCI Position: Q2 2026 in Review

Patriot Investment Management Group opened a new position in Donaldson (DCI) in Q2 2026: 2,275 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Patriot Investment Management Group previously reported a position in DCI as recently as Q4 2025.

Patriot Investment Management Group first reported a position in DCI in Q2 2020 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Patriot Investment Management Group held 2,275 shares of Donaldson worth $204K as of Q2 2026.
  • Donaldson was a new Patriot Investment Management Group position in Q2 2026.
  • Donaldson made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #238 holding.
  • Patriot Investment Management Group first reported a position in Donaldson in Q2 2020 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.