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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
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 $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

Syon Capital's DCI Position: Q1 2026 in Review

Syon Capital reduced its Donaldson (DCI) stake by 32% in Q1 2026, selling an estimated $348K and leaving 7,587 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #464.

Syon Capital first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $992K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Syon Capital held 7,587 shares of Donaldson worth $644K as of Q1 2026.
  • Syon Capital sold 3,606 Donaldson shares in Q1 2026, an estimated $348K.
  • Donaldson made up 0.03% of Syon Capital's portfolio in Q1 2026, its #464 holding.
  • Syon Capital first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Donaldson position peaked at $992K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.