Crescent Grove Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Crescent Grove 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 Q1	$212K	Hold	4,501	–	–	0.02%	288
2025 Q4	$210K	Hold	4,501	–	–	0.02%	285
2025 Q3	$231K	Hold	4,501	–	–	0.02%	265
2025 Q2	$277K	Buy	+4,501	New	+$232K	0.03%	230
2025 Q1	–	Sell	-4,501	Closed	-$282K	–	270
2024 Q4	$282K	Hold	4,501	–	–	0.03%	220
2024 Q3	$296K	Hold	4,501	–	–	0.03%	219
2024 Q2	$268K	Hold	4,501	–	–	0.03%	223
2024 Q1	$279K	Hold	4,501	–	–	0.03%	249
2023 Q4	$281K	Hold	4,501	–	–	0.03%	239
2023 Q3	$253K	Hold	4,501	–	–	0.03%	243
2023 Q2	$205K	Buy	+4,501	New	+$199K	0.02%	280
2022 Q1	–	Sell	-4,501	Closed	-$212K	–	295
2021 Q4	$212K	Buy	+4,501	New	+$195K	0.02%	276

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

RHJA

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

WHG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Crescent Grove Advisors's DFIN Position: Q1 2026 in Review

Crescent Grove Advisors held its Donnelley Financial Solutions (DFIN) position steady in Q1 2026 at 4,501 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #288.

Crescent Grove Advisors first reported a position in DFIN in Q4 2021 and has held it in 12 quarters since. The position peaked at $296K in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Crescent Grove Advisors held 4,501 shares of Donnelley Financial Solutions worth $212K as of Q1 2026.
Crescent Grove Advisors left its Donnelley Financial Solutions share count unchanged in Q1 2026.
Donnelley Financial Solutions made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #288 holding.
Crescent Grove Advisors first reported a position in Donnelley Financial Solutions in Q4 2021 and has held it in 12 quarters since.
Crescent Grove Advisors's Donnelley Financial Solutions position peaked at $296K in Q3 2024.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.