Access Investment Management’s Donnelley Financial Solutions DFIN Stock Holding History

Access Investment 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 Q1	$11M	Buy	233,835 +14,190	+6%	+$696K	2.93%	9
2025 Q4	$11.3M	Hold	219,645	–	–	3.04%	9
2025 Q3	$11.3M	Buy	219,645 +375	+0.2%	+$21.4K	3.04%	9
2025 Q2	$13.5M	Buy	+219,270	New	+$11.3M	3.85%	7
2024 Q4	$13.7M	Buy	218,845 +270	+0.1%	+$16.8K	3.98%	6
2024 Q3	$14.4M	Buy	218,575 +70	+0%	+$4.54K	4.38%	5
2024 Q2	$13M	Buy	218,505 +315	+0.1%	+$19.2K	4.23%	6
2024 Q1	$13.5M	Buy	218,190 +45	+0%	+$2.81K	4.47%	6
2023 Q4	$13.6M	Buy	+218,145	New	+$12.4M	5.07%	5

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Access Investment Management's DFIN Position: Q1 2026 in Review

Access Investment Management increased its Donnelley Financial Solutions (DFIN) stake by 6.5% in Q1 2026, buying an estimated $696K and bringing the position to 233,835 shares worth $11M. The position accounts for 2.93% of the portfolio, ranked #9.

Access Investment Management first reported a position in DFIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.4M in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Access Investment Management held 233,835 shares of Donnelley Financial Solutions worth $11M as of Q1 2026.
Access Investment Management bought 14,190 Donnelley Financial Solutions shares in Q1 2026, an estimated $696K.
Donnelley Financial Solutions made up 2.93% of Access Investment Management's portfolio in Q1 2026, its #9 holding.
Access Investment Management first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 9 quarters since.
Access Investment Management's Donnelley Financial Solutions position peaked at $14.4M in Q3 2024.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.