Cedar Mountain Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Cedar Mountain 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 Q2	$16.2K	Hold	385	–	–	﹤0.01%	392
2026 Q1	$18.1K	Hold	385	–	–	﹤0.01%	321
2025 Q4	$18K	Hold	385	–	–	﹤0.01%	195
2025 Q3	$19.8K	Hold	385	–	–	﹤0.01%	190
2025 Q2	$23.7K	Hold	385	–	–	﹤0.01%	147
2025 Q1	$16.8K	Hold	385	–	–	﹤0.01%	168
2024 Q4	$24.2K	Buy	+385	New	+$24K	0.01%	141

Other funds holding DFIN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Torren Management San Diego, California $197M AUM