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SouthState Corp’s Donaldson DCI Stock Holding History

SouthState Corp’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 		$1.44K Hold
16
– – ﹤0.01% 1029
2026
Q1 		$1.36K Hold
16
– – ﹤0.01% 987
2025
Q4 		$1.42K Hold
16
– – ﹤0.01% 1051
2025
Q3 		$1.31K Sell
16
-9
-36% -$679 ﹤0.01% 1003
2025
Q2 		$1.73K Sell
25
-3
-11% -$202 ﹤0.01% 1131
2025
Q1 		$1.88K Buy
+28
New +$1.94K ﹤0.01% 1200

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

SouthState Corp's DCI Position: Q2 2026 in Review

SouthState Corp held its Donaldson (DCI) position steady in Q2 2026 at 16 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

SouthState Corp first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88K in Q1 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • SouthState Corp held 16 shares of Donaldson worth $1.44K as of Q2 2026.
  • SouthState Corp left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #1029 holding.
  • SouthState Corp first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • SouthState Corp's Donaldson position peaked at $1.88K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.