Clearstead Trust’s Donnelley Financial Solutions DFIN Stock Holding History

Clearstead Trust’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	–	Sell	-20	Closed	-$1.03K	–	1145
2025 Q3	$1.03K	Hold	20	–	–	﹤0.01%	1209
2025 Q2	$1.23K	Buy	+20	New	+$1.03K	﹤0.01%	1084

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Clearstead Trust's DFIN Position: Q4 2025 in Review

Clearstead Trust sold out of Donnelley Financial Solutions (DFIN) in Q4 2025, closing a stake of 20 shares — an estimated $1.03K sold.

Clearstead Trust first reported a position in DFIN in Q2 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 236 funds tracked by Wall St. Rank hold DFIN as of Q4 2025.

Clearstead Trust reported no remaining Donnelley Financial Solutions position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 20 Donnelley Financial Solutions shares in Q4 2025, an estimated $1.03K.
Clearstead Trust first reported a position in Donnelley Financial Solutions in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Donnelley Financial Solutions position peaked at $1.23K in Q2 2025.
236 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.