CIBC Private Wealth Group’s Donnelley Financial Solutions DFIN Stock Holding History

CIBC Private Wealth 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	$15.7K	Sell	337 -93	-22%	-$4.5K	﹤0.01%	2255
2025 Q3	$22.1K	Buy	430 +9	+2%	+$513	﹤0.01%	2119
2025 Q2	$26K	Sell	421 -42	-9%	-$2.17K	﹤0.01%	1921
2025 Q1	$17.7K	Sell	463 -22	-5%	-$1.22K	﹤0.01%	2040
2024 Q4	$28.8K	Sell	485 -182	-27%	-$11.4K	﹤0.01%	1914
2024 Q3	$43.9K	Sell	667 -12	-2%	-$779	﹤0.01%	1824
2024 Q2	$40K	Buy	679 +204	+43%	+$12.5K	﹤0.01%	1762
2024 Q1	$29.5K	Buy	+475	New	+$29.7K	﹤0.01%	1887

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WHG

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

RHJA

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

CIBC Private Wealth Group's DFIN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Donnelley Financial Solutions (DFIN) stake by 22% in Q4 2025, selling an estimated $4.5K and leaving 337 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

CIBC Private Wealth Group first reported a position in DFIN in Q1 2024 and has held it in 8 quarters since. The position peaked at $43.9K in Q3 2024. 236 funds tracked by Wall St. Rank hold DFIN as of Q4 2025.

CIBC Private Wealth Group held 337 shares of Donnelley Financial Solutions worth $15.7K as of Q4 2025.
CIBC Private Wealth Group sold 93 Donnelley Financial Solutions shares in Q4 2025, an estimated $4.5K.
Donnelley Financial Solutions made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2255 holding.
CIBC Private Wealth Group first reported a position in Donnelley Financial Solutions in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Donnelley Financial Solutions position peaked at $43.9K in Q3 2024.
236 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.