Webster Bank’s Donaldson DCI Stock Holding History

Webster Bank’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	$42K	Hold	468	–	–	﹤0.01%	397
2026 Q1	$39.7K	Sell	468 -26	-5%	-$2.51K	﹤0.01%	402
2025 Q4	$43.8K	Hold	494	–	–	﹤0.01%	381
2025 Q3	$40.4K	Sell	494 -20	-4%	-$1.51K	﹤0.01%	383
2025 Q2	$35.6K	Buy	514 +20	+4%	+$1.34K	﹤0.01%	395
2025 Q1	$33.1K	Hold	494	–	–	﹤0.01%	387
2024 Q4	$33.3K	Hold	494	–	–	﹤0.01%	393
2024 Q3	$36.4K	Hold	494	–	–	﹤0.01%	386
2024 Q2	$35.4K	Sell	494 -100	-17%	-$7.34K	﹤0.01%	387
2024 Q1	$44.4K	Sell	594 -56	-9%	-$3.81K	0.01%	361
2023 Q4	$42.5K	Hold	650	–	–	0.01%	365
2023 Q3	$38.8K	Hold	650	–	–	0.01%	354
2023 Q2	$40.6K	Hold	650	–	–	0.01%	343
2023 Q1	$42.5K	Hold	650	–	–	0.01%	348
2022 Q4	$38K	Hold	650	–	–	0.01%	351
2022 Q3	$32K	Hold	650	–	–	﹤0.01%	360
2022 Q2	$31K	Hold	650	–	–	﹤0.01%	364
2022 Q1	$34K	Hold	650	–	–	﹤0.01%	378
2021 Q4	$39K	Buy	+650	New	+$38.5K	﹤0.01%	370

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Webster Bank's DCI Position: Q2 2026 in Review

Webster Bank held its Donaldson (DCI) position steady in Q2 2026 at 468 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Webster Bank first reported a position in DCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.4K in Q1 2024. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Webster Bank held 468 shares of Donaldson worth $42K as of Q2 2026.
Webster Bank left its Donaldson share count unchanged in Q2 2026.
Donaldson made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #397 holding.
Webster Bank first reported a position in Donaldson in Q4 2021 and has held it in 19 quarters since.
Webster Bank's Donaldson position peaked at $44.4K in Q1 2024.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.