VF
DCI icon

Vest Financial’s Donaldson DCI Stock Holding History

Vest Financial’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 		$3.92M Buy
43,654
+485
+1% +$41.7K 0.04% 286
2026
Q1 		$3.66M Buy
43,169
+2,979
+7% +$288K 0.04% 273
2025
Q4 		$3.56M Sell
40,190
-12,930
-24% -$1.12M 0.05% 256
2025
Q3 		$4.35M Sell
53,120
-5,924
-10% -$447K 0.06% 212
2025
Q2 		$4.09M Buy
59,044
+14,120
+31% +$950K 0.06% 191
2025
Q1 		$3.01M Buy
+44,924
New +$3.11M 0.05% 188
2024
Q1 		– Sell
-3,582
Closed -$234K – 271
2023
Q4 		$234K Buy
+3,582
New +$218K 0.01% 194

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Vest Financial's DCI Position: Q2 2026 in Review

Vest Financial increased its Donaldson (DCI) stake by 1.1% in Q2 2026, buying an estimated $41.7K and bringing the position to 43,654 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #286.

Vest Financial first reported a position in DCI in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.35M in Q3 2025. 215 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Vest Financial held 43,654 shares of Donaldson worth $3.92M as of Q2 2026.
  • Vest Financial bought 485 Donaldson shares in Q2 2026, an estimated $41.7K.
  • Donaldson made up 0.04% of Vest Financial's portfolio in Q2 2026, its #286 holding.
  • Vest Financial first reported a position in Donaldson in Q4 2023 and has held it in 7 quarters since.
  • Vest Financial's Donaldson position peaked at $4.35M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.