Caldwell Sutter Capital’s Donnelley Financial Solutions DFIN Stock Holding History

Caldwell Sutter 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	$7.68K	Hold	183	–	–	﹤0.01%	644
2026 Q1	$8.63K	Hold	183	–	–	﹤0.01%	574
2025 Q4	$8.54K	Hold	183	–	–	﹤0.01%	569
2025 Q3	$9.41K	Hold	183	–	–	﹤0.01%	559
2025 Q2	$11.3K	Hold	183	–	–	0.01%	520
2025 Q1	$8K	Hold	183	–	–	﹤0.01%	570
2024 Q4	$11.5K	Hold	183	–	–	0.01%	534
2024 Q3	$12K	Hold	183	–	–	0.01%	539
2024 Q2	$10.9K	Hold	183	–	–	0.01%	548
2024 Q1	$11.3K	Hold	183	–	–	0.01%	530
2023 Q4	$11.4K	Hold	183	–	–	0.01%	529
2023 Q3	$10.3K	Hold	183	–	–	0.01%	524
2023 Q2	$8.33K	Buy	+183	New	+$8.07K	﹤0.01%	543

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

Caldwell Sutter Capital's DFIN Position: Q2 2026 in Review

Caldwell Sutter Capital held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 183 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Caldwell Sutter Capital first reported a position in DFIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $12K in Q3 2024. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Caldwell Sutter Capital held 183 shares of Donnelley Financial Solutions worth $7.68K as of Q2 2026.
Caldwell Sutter Capital left its Donnelley Financial Solutions share count unchanged in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #644 holding.
Caldwell Sutter Capital first reported a position in Donnelley Financial Solutions in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Donnelley Financial Solutions position peaked at $12K in Q3 2024.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.