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Allworth Financial’s Donnelley Financial Solutions DFIN Stock Holding History

Allworth 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
2026
Q1 		$16.7K Buy
355
+263
+286% +$12.9K ﹤0.01% 3121
2025
Q4 		$4.3K Sell
92
-22
-19% -$1.06K ﹤0.01% 3804
2025
Q3 		$5.86K Buy
114
+21
+23% +$1.2K ﹤0.01% 3461
2025
Q2 		$5.73K Sell
93
-22
-19% -$1.13K ﹤0.01% 3191
2025
Q1 		$5.15K Buy
115
+31
+37% +$1.72K ﹤0.01% 2740
2024
Q4 		$5.49K Sell
84
-7
-8% -$437 ﹤0.01% 2718
2024
Q3 		$5.99K Sell
91
-2
-2% -$130 ﹤0.01% 2490
2024
Q2 		$6.07K Sell
93
-3
-3% -$183 ﹤0.01% 2428
2024
Q1 		$5.95K Sell
96
-3
-3% -$188 ﹤0.01% 2338
2023
Q4 		$6.17K Buy
99
+21
+27% +$1.2K ﹤0.01% 2187
2023
Q3 		$4.39K Buy
78
+63
+420% +$3.06K ﹤0.01% 2168
2023
Q2 		$683 Hold
15
– – ﹤0.01% 2834
2023
Q1 		$613 Hold
15
– – ﹤0.01% 2803
2022
Q4 		$580 Sell
15
-3
-17% -$112 ﹤0.01% 2598
2022
Q3 		$1K Sell
18
-13
-42% -$487 ﹤0.01% 2355
2022
Q2 		$1K Buy
31
+23
+288% +$683 ﹤0.01% 2128
2022
Q1 		$0 Hold
8
– – ﹤0.01% 2169
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1967
2021
Q3 		$0 Hold
8
– – ﹤0.01% 1887
2021
Q2 		$0 Hold
8
– – ﹤0.01% 1570
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1507
2020
Q4 		$0 Hold
8
– – ﹤0.01% 1357
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1187
2020
Q2 		$0 Hold
8
– – ﹤0.01% 1212
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1243
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1060
2019
Q3 		$0 Hold
8
– – ﹤0.01% 959
2019
Q2 		$0 Hold
8
– – ﹤0.01% 959
2019
Q1 		$0 Buy
+8
New +$120 ﹤0.01% 971

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
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

Allworth Financial's DFIN Position: Q1 2026 in Review

Allworth Financial increased its Donnelley Financial Solutions (DFIN) stake by 286% in Q1 2026, buying an estimated $12.9K and bringing the position to 355 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Allworth Financial first reported a position in DFIN in Q1 2019 and has held it in 29 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Allworth Financial held 355 shares of Donnelley Financial Solutions worth $16.7K as of Q1 2026.
  • Allworth Financial bought 263 Donnelley Financial Solutions shares in Q1 2026, an estimated $12.9K.
  • Donnelley Financial Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3121 holding.
  • Allworth Financial first reported a position in Donnelley Financial Solutions in Q1 2019 and has held it in 29 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.