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Sunbelt Securities’s Donaldson DCI Stock Holding History

Sunbelt 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
2026
Q1 		$61.6K Buy
726
+2
+0.3% +$193 ﹤0.01% 974
2025
Q4 		$64.2K Buy
724
+2
+0.3% +$174 ﹤0.01% 937
2025
Q3 		$59.1K Buy
722
+14
+2% +$1.06K ﹤0.01% 963
2025
Q2 		$47.7K Sell
708
-3
-0.4% -$202 ﹤0.01% 951
2025
Q1 		$47.7K Buy
711
+3
+0.4% +$208 ﹤0.01% 925
2024
Q4 		$47.6K Buy
708
+3
+0.4% +$221 ﹤0.01% 951
2024
Q3 		$52K Buy
705
+2
+0.3% +$145 0.01% 930
2024
Q2 		$50.3K Buy
703
+3
+0.4% +$220 0.01% 899
2024
Q1 		$52.3K Buy
+700
New +$47.6K 0.01% 862

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

Sunbelt Securities's DCI Position: Q1 2026 in Review

Sunbelt Securities increased its Donaldson (DCI) stake by 0.28% in Q1 2026, buying an estimated $193 and bringing the position to 726 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Sunbelt Securities first reported a position in DCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.2K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Sunbelt Securities held 726 shares of Donaldson worth $61.6K as of Q1 2026.
  • Sunbelt Securities bought 2 Donaldson shares in Q1 2026, an estimated $193.
  • Donaldson made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #974 holding.
  • Sunbelt Securities first reported a position in Donaldson in Q1 2024 and has held it in 9 quarters since.
  • Sunbelt Securities's Donaldson position peaked at $64.2K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.