Swedbank
DCI icon

Swedbank’s Donaldson DCI Stock Holding History

Swedbank’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 		$48M Hold
534,400
– – 0.04% 242
2026
Q1 		$45.4M Buy
534,400
+6,300
+1% +$608K 0.05% 235
2025
Q4 		$46.8M Buy
528,100
+13,300
+3% +$1.16M 0.05% 233
2025
Q3 		$42.1M Hold
514,800
– – 0.04% 252
2025
Q2 		$35.7M Hold
514,800
– – 0.04% 262
2025
Q1 		$34.5M Buy
514,800
+255,400
+98% +$17.7M 0.05% 253
2024
Q4 		$17.5M Buy
+259,400
New +$19.1M 0.02% 370

Other funds holding DCI

DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return