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USA FINANCIAL FORMULAS’s Donaldson DCI Stock Holding History

USA FINANCIAL FORMULAS’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 		$69.9K Buy
+779
New +$67K 0.01% 223

Other funds holding DCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

USA FINANCIAL FORMULAS's DCI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Donaldson (DCI) in Q2 2026: 779 shares worth $69.9K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings.

265 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • USA FINANCIAL FORMULAS held 779 shares of Donaldson worth $69.9K as of Q2 2026.
  • Donaldson was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Donaldson made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #223 holding.
  • 265 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.