RBC
DCI icon

Romano Brothers & Co’s Donaldson DCI Stock Holding History

Romano Brothers & Co’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
Q1 		$2.04M Sell
23,995
-325
-1% -$31.4K 0.23% 112
2025
Q4 		$2.16M Sell
24,320
-250
-1% -$21.7K 0.25% 103
2025
Q3 		$2.01M Buy
24,570
+4,000
+19% +$302K 0.23% 108
2025
Q2 		$1.43M Sell
20,570
-4,550
-18% -$306K 0.18% 128
2025
Q1 		$1.68M Sell
25,120
-200
-0.8% -$13.8K 0.22% 119
2024
Q4 		$1.71M Hold
25,320
– – 0.22% 118
2024
Q3 		$1.87M Buy
25,320
+5,500
+28% +$398K 0.23% 113
2024
Q2 		$1.42M Sell
19,820
-4,030
-17% -$296K 0.2% 125
2024
Q1 		$1.78M Hold
23,850
– – 0.24% 112
2023
Q4 		$1.56M Sell
23,850
-1,200
-5% -$73.1K 0.23% 116
2023
Q3 		$1.49M Sell
25,050
-175
-0.7% -$10.8K 0.23% 114
2023
Q2 		$1.58M Hold
25,225
– – 0.24% 116
2023
Q1 		$1.65M Hold
25,225
– – 0.25% 112
2022
Q4 		$1.48M Sell
25,225
-300
-1% -$17.2K 0.23% 113
2022
Q3 		$1.26M Buy
+25,525
New +$1.33M 0.2% 120

Other funds holding DCI

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return