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Syon Capital’s Donaldson DCI Stock Holding History

Syon Capital’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 		$640K Sell
7,125
-462
-6% -$39.7K 0.03% 528
2026
Q1 		$644K Sell
7,587
-3,606
-32% -$348K 0.03% 464
2025
Q4 		$992K Buy
11,193
+2,044
+22% +$178K 0.05% 307
2025
Q3 		$749K Buy
9,149
+4,058
+80% +$306K 0.04% 343
2025
Q2 		$353K Buy
+5,091
New +$342K 0.02% 487

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

Syon Capital's DCI Position: Q2 2026 in Review

Syon Capital reduced its Donaldson (DCI) stake by 6.1% in Q2 2026, selling an estimated $39.7K and leaving 7,125 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #528.

Syon Capital first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $992K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Syon Capital held 7,125 shares of Donaldson worth $640K as of Q2 2026.
  • Syon Capital sold 462 Donaldson shares in Q2 2026, an estimated $39.7K.
  • Donaldson made up 0.03% of Syon Capital's portfolio in Q2 2026, its #528 holding.
  • Syon Capital first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Donaldson position peaked at $992K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.