Cerity Partners
DFIN icon

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
Q2 		$214K Sell
5,112
-291
-5% -$12.7K ﹤0.01% 3013
2026
Q1 		$255K Buy
+5,403
New +$265K ﹤0.01% 2725

Other funds holding DFIN

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cerity Partners's DFIN Position: Q2 2026 in Review

Cerity Partners reduced its Donnelley Financial Solutions (DFIN) stake by 5.4% in Q2 2026, selling an estimated $12.7K and leaving 5,112 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Cerity Partners first reported a position in DFIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Cerity Partners held 5,112 shares of Donnelley Financial Solutions worth $214K as of Q2 2026.
  • Cerity Partners sold 291 Donnelley Financial Solutions shares in Q2 2026, an estimated $12.7K.
  • Donnelley Financial Solutions made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3013 holding.
  • Cerity Partners first reported a position in Donnelley Financial Solutions in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Donnelley Financial Solutions position peaked at $255K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.