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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
Q2 		$11.5K Sell
273
-82
-23% -$3.57K ﹤0.01% 3621
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Allworth Financial's DFIN Position: Q2 2026 in Review

Allworth Financial reduced its Donnelley Financial Solutions (DFIN) stake by 23% in Q2 2026, selling an estimated $3.57K and leaving 273 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Allworth Financial first reported a position in DFIN in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.7K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Allworth Financial held 273 shares of Donnelley Financial Solutions worth $11.5K as of Q2 2026.
  • Allworth Financial sold 82 Donnelley Financial Solutions shares in Q2 2026, an estimated $3.57K.
  • Donnelley Financial Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3621 holding.
  • Allworth Financial first reported a position in Donnelley Financial Solutions in Q1 2019 and has held it in 30 quarters since.
  • Allworth Financial's Donnelley Financial Solutions position peaked at $16.7K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.