Bell Investment Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Bell Investment Advisors’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	–	Sell	-101	Closed	-$4.72K	–	1878
2025 Q4	$4.72K	Hold	101	–	–	﹤0.01%	991
2025 Q3	$5.2K	Hold	101	–	–	﹤0.01%	919
2025 Q2	$6.23K	Buy	+101	New	+$5.21K	﹤0.01%	887

Other funds holding DFIN

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

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

AIMCA

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

RHJA

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Bell Investment Advisors's DFIN Position: Q1 2026 in Review

Bell Investment Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2026, closing a stake of 101 shares — an estimated $4.72K sold.

Bell Investment Advisors first reported a position in DFIN in Q2 2025 and held it in 3 quarters. The position peaked at $6.23K in Q2 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Bell Investment Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 101 Donnelley Financial Solutions shares in Q1 2026, an estimated $4.72K.
Bell Investment Advisors first reported a position in Donnelley Financial Solutions in Q2 2025 and held it in 3 quarters.
Bell Investment Advisors's Donnelley Financial Solutions position peaked at $6.23K in Q2 2025.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.