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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 $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return