BOLTON SECURITIES CORPORATION’s Donaldson DCI Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$2.08M	Buy	+30,954	New	+$2.14M	0.12%	199

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's DCI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Donaldson (DCI) in Q1 2025: 30,954 shares worth $2.08M. The stake represents 0.12% of the portfolio and ranks #199 among its holdings.

522 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 30,954 shares of Donaldson worth $2.08M as of Q1 2025.
Donaldson was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Donaldson made up 0.12% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #199 holding.
522 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.