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Caprock Group’s Donnelley Financial Solutions DFIN Stock Holding History

Caprock Group’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
Q4 		– Sell
-3,535
Closed -$201K – 1225
2025
Q3 		$201K Buy
+3,535
New +$202K ﹤0.01% 1068
2025
Q1 		– Sell
-3,347
Closed -$210K – 1102
2024
Q4 		$210K Sell
3,347
-19
-0.6% -$1.19K 0.01% 924
2024
Q3 		$222K Hold
3,366
– – 0.01% 816
2024
Q2 		$201K Buy
+3,366
New +$205K 0.01% 807

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
Morgan Stanley
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Caprock Group's DFIN Position: Q4 2025 in Review

Caprock Group sold out of Donnelley Financial Solutions (DFIN) in Q4 2025, closing a stake of 3,535 shares — an estimated $201K sold.

Caprock Group first reported a position in DFIN in Q2 2024 and held it in 4 quarters. The position peaked at $222K in Q3 2024. 236 funds tracked by Wall St. Rank hold DFIN as of Q4 2025.

  • Caprock Group reported no remaining Donnelley Financial Solutions position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 3,535 Donnelley Financial Solutions shares in Q4 2025, an estimated $201K.
  • Caprock Group first reported a position in Donnelley Financial Solutions in Q2 2024 and held it in 4 quarters.
  • Caprock Group's Donnelley Financial Solutions position peaked at $222K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.