Principal Securities
DCI icon

Principal Securities’s Donaldson DCI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,296
Closed -$188K – 1842
2025
Q3 		$188K Buy
2,296
+4
+0.2% +$302 ﹤0.01% 1315
2025
Q2 		$159K Buy
2,292
+354
+18% +$23.8K ﹤0.01% 1330
2025
Q1 		$131K Hold
1,938
– – ﹤0.01% 1315
2024
Q4 		$131K Sell
1,938
-86
-4% -$6.34K ﹤0.01% 1315
2024
Q3 		$149K Buy
2,024
+14
+0.7% +$1.01K ﹤0.01% 1223
2024
Q2 		$144K Buy
2,010
+62
+3% +$4.55K ﹤0.01% 1182
2024
Q1 		$145K Buy
1,948
+106
+6% +$7.21K ﹤0.01% 1140
2023
Q4 		$120K Buy
+1,842
New +$112K ﹤0.01% 1128

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Principal Securities's DCI Position: Q4 2025 in Review

Principal Securities sold out of Donaldson (DCI) in Q4 2025, closing a stake of 2,296 shares — an estimated $188K sold.

Principal Securities first reported a position in DCI in Q4 2023 and held it in 8 quarters. The position peaked at $188K in Q3 2025. 621 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • Principal Securities reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,296 Donaldson shares in Q4 2025, an estimated $188K.
  • Principal Securities first reported a position in Donaldson in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Donaldson position peaked at $188K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.