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Pine Grove Financial Group’s Donaldson DCI Stock Holding History

Pine Grove Financial 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 		$1.1M Sell
12,205
-216
-2% -$18.6K 0.11% 89
2026
Q1 		$1.05M Sell
12,421
-208
-2% -$20.1K 0.12% 80
2025
Q4 		$1.12M Buy
+12,629
New +$1.1M 0.14% 76

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 $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Pine Grove Financial Group's DCI Position: Q2 2026 in Review

Pine Grove Financial Group reduced its Donaldson (DCI) stake by 1.7% in Q2 2026, selling an estimated $18.6K and leaving 12,205 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #89.

Pine Grove Financial Group first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Pine Grove Financial Group held 12,205 shares of Donaldson worth $1.1M as of Q2 2026.
  • Pine Grove Financial Group sold 216 Donaldson shares in Q2 2026, an estimated $18.6K.
  • Donaldson made up 0.11% of Pine Grove Financial Group's portfolio in Q2 2026, its #89 holding.
  • Pine Grove Financial Group first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's Donaldson position peaked at $1.12M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.