Back to DCI
Kestra Advisory Services, LLC → DCI
Kestra Advisory Services, LLC DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
5
Latest value
$3.5M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $3.3M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 40.4K | — | — |
| Q2 2026 | $3.6M | 39.8K | — | — |
| Q1 2026 | $3.5M | 40.7K | — | — |
| Q4 2025 | $3.3M | 37.0K | — | — |
| Q3 2025 | $2.3M | 28.3K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M