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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Abound Wealth Management's DFIN Position: Q2 2026 in Review

Abound Wealth Management held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 3 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Abound Wealth Management first reported a position in DFIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $375 in Q4 2023. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Abound Wealth Management held 3 shares of Donnelley Financial Solutions worth $126 as of Q2 2026.
Abound Wealth Management left its Donnelley Financial Solutions share count unchanged in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1234 holding.
Abound Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 11 quarters since.
Abound Wealth Management's Donnelley Financial Solutions position peaked at $375 in Q4 2023.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.