Abound Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Abound Wealth Management’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 Q2	$126	Hold	3	–	–	﹤0.01%	1234
2026 Q1	$142	Hold	3	–	–	﹤0.01%	1329
2025 Q4	$141	Hold	3	–	–	﹤0.01%	1307
2025 Q3	$155	Hold	3	–	–	﹤0.01%	1210
2025 Q2	$185	Hold	3	–	–	﹤0.01%	1062
2025 Q1	$132	Sell	3 -1	-25%	-$55	﹤0.01%	1158
2024 Q4	$251	Hold	4	–	–	﹤0.01%	958
2024 Q3	$264	Sell	4 -2	-33%	-$130	﹤0.01%	1011
2024 Q2	$358	Hold	6	–	–	﹤0.01%	918
2024 Q1	$373	Hold	6	–	–	﹤0.01%	1024
2023 Q4	$375	Buy	+6	New	+$342	﹤0.01%	1053

Other funds holding DFIN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return