Rossby Financial
DCI icon

Rossby Financial’s Donaldson DCI Stock Holding History

Rossby Financial’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
Q3 		$957 Sell
11
-6
-35% -$547 ﹤0.01% 2224
2026
Q2 		$1.53K Buy
17
+4
+31% +$344 ﹤0.01% 1807
2026
Q1 		$1.12K Buy
13
+7
+117% +$676 ﹤0.01% 1961
2025
Q4 		$532 Buy
+6
New +$521 ﹤0.01% 1633

Other funds holding DCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rossby Financial's DCI Position: Q3 2026 in Review

Rossby Financial reduced its Donaldson (DCI) stake by 35% in Q3 2026, selling an estimated $547 and leaving 11 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Rossby Financial first reported a position in DCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.53K in Q2 2026. 541 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Rossby Financial held 11 shares of Donaldson worth $957 as of Q3 2026.
  • Rossby Financial sold 6 Donaldson shares in Q3 2026, an estimated $547.
  • Donaldson made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #2224 holding.
  • Rossby Financial first reported a position in Donaldson in Q4 2025 and has held it in 4 quarters since.
  • Rossby Financial's Donaldson position peaked at $1.53K in Q2 2026.
  • 541 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.