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Clearstead Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Clearstead 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 		$1.05K Buy
+25
New +$1.09K ﹤0.01% 2672
2025
Q4 		– Sell
-4,300
Closed -$221K – 2882
2025
Q3 		$221K Buy
+4,300
New +$245K ﹤0.01% 858

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's DFIN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 25 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DFIN as recently as Q3 2025.

Clearstead Advisors first reported a position in DFIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $221K in Q3 2025. 95 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Clearstead Advisors held 25 shares of Donnelley Financial Solutions worth $1.05K as of Q2 2026.
  • Donnelley Financial Solutions was a new Clearstead Advisors position in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2672 holding.
  • Clearstead Advisors first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Donnelley Financial Solutions position peaked at $221K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.