Bridge City Capital’s Donnelley Financial Solutions DFIN Stock Holding History

Bridge City Capital’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	$3.74M	Buy	89,065 +20,604	+30%	+$898K	0.85%	40
2026 Q1	$3.23M	Buy	68,461 +11,128	+19%	+$546K	0.89%	38
2025 Q4	$2.68M	Sell	57,333 -7,024	-11%	-$340K	0.79%	55
2025 Q3	$3.31M	Buy	64,357 +16,698	+35%	+$953K	0.88%	47
2025 Q2	$2.94M	Buy	47,659 +136	+0.3%	+$7.01K	0.82%	52
2025 Q1	$2.08M	Sell	47,523 -637	-1%	-$35.3K	0.62%	71
2024 Q4	$3.02M	Buy	48,160 +17,463	+57%	+$1.09M	0.8%	53
2024 Q3	$2.02M	Buy	30,697 +23,757	+342%	+$1.54M	0.56%	82
2024 Q2	$414K	Buy	6,940 +935	+16%	+$57.1K	0.14%	101
2024 Q1	$372K	Buy	6,005 +912	+18%	+$57K	0.14%	103
2023 Q4	$318K	Buy	+5,093	New	+$290K	0.12%	99

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 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

AIMCA

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bridge City Capital's DFIN Position: Q2 2026 in Review

Bridge City Capital increased its Donnelley Financial Solutions (DFIN) stake by 30% in Q2 2026, buying an estimated $898K and bringing the position to 89,065 shares worth $3.74M. The position accounts for 0.85% of the portfolio, ranked #40.

Bridge City Capital first reported a position in DFIN in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Bridge City Capital held 89,065 shares of Donnelley Financial Solutions worth $3.74M as of Q2 2026.
Bridge City Capital bought 20,604 Donnelley Financial Solutions shares in Q2 2026, an estimated $898K.
Donnelley Financial Solutions made up 0.85% of Bridge City Capital's portfolio in Q2 2026, its #40 holding.
Bridge City Capital first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Bridge City Capital's 13F filing for Q2 2026, filed 11 Aug 2026.