CoreCap Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

CoreCap 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 Q3	$236	Hold	5	–	–	﹤0.01%	2932
2026 Q2	$210	Hold	5	–	–	﹤0.01%	2999
2026 Q1	$236	Hold	5	–	–	﹤0.01%	2744
2025 Q4	$233	Hold	5	–	–	﹤0.01%	2799
2025 Q3	$257	Hold	5	–	–	﹤0.01%	2643
2025 Q2	$308	Hold	5	–	–	﹤0.01%	2575
2025 Q1	$219	Hold	5	–	–	﹤0.01%	2940
2024 Q4	$314	Hold	5	–	–	﹤0.01%	2623
2024 Q3	$329	Hold	5	–	–	﹤0.01%	2414
2024 Q2	$298	Hold	5	–	–	﹤0.01%	1486
2024 Q1	$310	Buy	+5	New	+$313	﹤0.01%	2370
2022 Q4	$271	Buy	+7	New	+$262	﹤0.01%	2245
2022 Q3	–	Sell	-10	Closed	–	–	889
2022 Q2	$0	Buy	+10	New	+$297	﹤0.01%	2159
2022 Q1	–	Sell	-72	Closed	-$3K	–	900
2021 Q4	$3K	Buy	+72	New	+$3.12K	﹤0.01%	1862

Other funds holding DFIN

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's DFIN Position: Q3 2026 in Review

CoreCap Advisors held its Donnelley Financial Solutions (DFIN) position steady in Q3 2026 at 5 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

CoreCap Advisors first reported a position in DFIN in Q4 2021 and has held it in 14 quarters since. The position peaked at $3K in Q4 2021. 8 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

CoreCap Advisors held 5 shares of Donnelley Financial Solutions worth $236 as of Q3 2026.
CoreCap Advisors left its Donnelley Financial Solutions share count unchanged in Q3 2026.
Donnelley Financial Solutions made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2932 holding.
CoreCap Advisors first reported a position in Donnelley Financial Solutions in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Donnelley Financial Solutions position peaked at $3K in Q4 2021.
8 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.