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Sunrise Financial Services’s Donaldson DCI Stock Holding History

Sunrise 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
2026
Q2 		$539 Hold
6
– – ﹤0.01% 538
2026
Q1 		$509 Hold
6
– – ﹤0.01% 558
2025
Q4 		$532 Buy
+6
New +$521 ﹤0.01% 505

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

Sunrise Financial Services's DCI Position: Q2 2026 in Review

Sunrise Financial Services held its Donaldson (DCI) position steady in Q2 2026 at 6 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Sunrise Financial Services first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Sunrise Financial Services held 6 shares of Donaldson worth $539 as of Q2 2026.
  • Sunrise Financial Services left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #538 holding.
  • Sunrise Financial Services first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.