Cerity Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Cerity Partners’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 Q1	$255K	Buy	+5,403	New	+$265K	﹤0.01%	2725

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cerity Partners's DFIN Position: Q1 2026 in Review

Cerity Partners opened a new position in Donnelley Financial Solutions (DFIN) in Q1 2026: 5,403 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #2725 among its holdings.

244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Cerity Partners held 5,403 shares of Donnelley Financial Solutions worth $255K as of Q1 2026.
Donnelley Financial Solutions was a new Cerity Partners position in Q1 2026.
Donnelley Financial Solutions made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2725 holding.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.