SFS
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Stiles Financial Services’s Donaldson DCI Stock Holding History

Stiles Financial Services’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
-3,257
Closed -$267K – 174
2025
Q3 		$267K Sell
3,257
-392
-11% -$29.6K 0.08% 159
2025
Q2 		$253K Buy
3,649
+88
+2% +$5.92K 0.09% 158
2025
Q1 		$239K Buy
3,561
+5
+0.1% +$346 0.09% 157
2024
Q4 		$239K Buy
3,556
+10
+0.3% +$738 0.09% 165
2024
Q3 		$261K Buy
3,546
+6
+0.2% +$434 0.09% 162
2024
Q2 		$253K Buy
3,540
+5
+0.1% +$367 0.1% 159
2024
Q1 		$264K Buy
3,535
+10
+0.3% +$680 0.11% 157
2023
Q4 		$230K Sell
3,525
-202
-5% -$12.3K 0.1% 156
2023
Q3 		$222K Buy
3,727
+11
+0.3% +$681 0.12% 159
2023
Q2 		$232K Sell
3,716
-908
-20% -$56.8K 0.12% 167
2023
Q1 		$302K Sell
4,624
-251
-5% -$15.8K 0.16% 142
2022
Q4 		$287K Buy
4,875
+15
+0.3% +$859 0.16% 137
2022
Q3 		$238K Buy
4,860
+417
+9% +$21.8K 0.14% 143
2022
Q2 		$214K Buy
4,443
+17
+0.4% +$856 0.13% 155
2022
Q1 		$230K Buy
4,426
+15
+0.3% +$816 0.12% 158
2021
Q4 		$261K Buy
+4,411
New +$261K 0.13% 151

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