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Transamerica Financial Advisors’s Donaldson DCI Stock Holding History

Transamerica Financial Advisors’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 		$5.75K Buy
64
+2
+3% +$172 ﹤0.01% 1092
2026
Q1 		$5.26K Buy
62
+1
+2% +$97 ﹤0.01% 1033
2025
Q4 		$5.41K Hold
61
– – ﹤0.01% 946
2025
Q3 		$4.99K Buy
+61
New +$4.6K ﹤0.01% 865

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

Transamerica Financial Advisors's DCI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Donaldson (DCI) stake by 3.2% in Q2 2026, buying an estimated $172 and bringing the position to 64 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Transamerica Financial Advisors first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Transamerica Financial Advisors held 64 shares of Donaldson worth $5.75K as of Q2 2026.
  • Transamerica Financial Advisors bought 2 Donaldson shares in Q2 2026, an estimated $172.
  • Donaldson made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1092 holding.
  • Transamerica Financial Advisors first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.