Burney Company’s Donnelley Financial Solutions DFIN Stock Holding History

Burney Company’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	-8,953	Closed	-$552K	–	593
2025 Q2	$552K	Sell	8,953 -13,893	-61%	-$716K	0.02%	395
2025 Q1	$999K	Sell	22,846 -145,575	-86%	-$8.06M	0.04%	311
2024 Q4	$10.6M	Sell	168,421 -14,390	-8%	-$898K	0.37%	69
2024 Q3	$12M	Buy	182,811 +4,287	+2%	+$278K	0.43%	63
2024 Q2	$10.6M	Buy	178,524 +117,662	+193%	+$7.18M	0.41%	69
2024 Q1	$3.77M	Buy	+60,862	New	+$3.81M	0.14%	166

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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 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

Burney Company's DFIN Position: Q3 2025 in Review

Burney Company sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 8,953 shares — an estimated $552K sold.

Burney Company first reported a position in DFIN in Q1 2024 and held it in 6 quarters. The position peaked at $12M in Q3 2024. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

Burney Company reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
Burney Company sold 8,953 Donnelley Financial Solutions shares in Q3 2025, an estimated $552K.
Burney Company first reported a position in Donnelley Financial Solutions in Q1 2024 and held it in 6 quarters.
Burney Company's Donnelley Financial Solutions position peaked at $12M in Q3 2024.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.