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Covestor’s Donnelley Financial Solutions DFIN Stock Holding History

Covestor’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 		$10K Buy
241
+103
+75% +$4.49K 0.01% 1572
2026
Q1 		$6K Buy
138
+5
+4% +$245 ﹤0.01% 1720
2025
Q4 		$6K Sell
133
-1
-0.7% -$48 ﹤0.01% 1807
2025
Q3 		$7K Sell
134
-71
-35% -$4.05K ﹤0.01% 1794
2025
Q2 		$12K Sell
205
-3
-1% -$155 0.01% 1460
2025
Q1 		$9K Buy
208
+58
+39% +$3.21K 0.01% 1546
2024
Q4 		$9K Sell
150
-6
-4% -$374 0.01% 1584
2024
Q3 		$10K Sell
156
-31
-17% -$2.01K 0.01% 1547
2024
Q2 		$11K Buy
187
+3
+2% +$183 0.01% 1457
2024
Q1 		$12K Buy
184
+10
+6% +$625 0.01% 1435
2023
Q4 		$11K Sell
174
-4
-2% -$228 0.01% 1477
2023
Q3 		$10K Buy
178
+5
+3% +$243 0.01% 1415
2023
Q2 		$8K Buy
173
+166
+2,371% +$7.32K 0.01% 1567
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2122
2022
Q4 		$0 Sell
7
-41
-85% -$1.54K ﹤0.01% 2156
2022
Q3 		$2K Buy
48
+18
+60% +$675 ﹤0.01% 1694
2022
Q2 		$1K Sell
30
-944
-97% -$28K ﹤0.01% 1700
2022
Q1 		$32K Sell
974
-6
-0.6% -$214 0.02% 938
2021
Q4 		$46K Buy
+980
New +$42.5K 0.06% 587

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
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

Covestor's DFIN Position: Q2 2026 in Review

Covestor increased its Donnelley Financial Solutions (DFIN) stake by 75% in Q2 2026, buying an estimated $4.49K and bringing the position to 241 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1572.

Covestor first reported a position in DFIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $46K in Q4 2021. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Covestor held 241 shares of Donnelley Financial Solutions worth $10K as of Q2 2026.
  • Covestor bought 103 Donnelley Financial Solutions shares in Q2 2026, an estimated $4.49K.
  • Donnelley Financial Solutions made up 0.01% of Covestor's portfolio in Q2 2026, its #1572 holding.
  • Covestor first reported a position in Donnelley Financial Solutions in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Donnelley Financial Solutions position peaked at $46K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.