Superior Planning, LLC’s Donnelley Financial Solutions DFIN Stock Holding History

Superior Planning, LLC’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$378	Buy	+8	New	+$385	﹤0.01%	1940

Other funds holding DFIN

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 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

Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's DFIN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2026: 8 shares worth $378. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings.

169 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Superior Planning, LLC held 8 shares of Donnelley Financial Solutions worth $378 as of Q3 2026.
Donnelley Financial Solutions was a new Superior Planning, LLC position in Q3 2026.
Donnelley Financial Solutions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1940 holding.
169 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.