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Advisornet Financial’s Donnelley Financial Solutions DFIN Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-110
Closed -$6.78K – 2263
2025
Q2 		$6.78K Buy
+110
New +$5.67K ﹤0.01% 1592

Other funds holding DFIN

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Advisornet Financial's DFIN Position: Q3 2025 in Review

Advisornet Financial sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 110 shares — an estimated $6.78K sold.

Advisornet Financial first reported a position in DFIN in Q2 2025 and held it in 1 quarter. The position peaked at $6.78K in Q2 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

  • Advisornet Financial reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 110 Donnelley Financial Solutions shares in Q3 2025, an estimated $6.78K.
  • Advisornet Financial first reported a position in Donnelley Financial Solutions in Q2 2025 and held it in 1 quarter.
  • Advisornet Financial's Donnelley Financial Solutions position peaked at $6.78K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.