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 Q2	–	Sell	-4,501	Closed	-$212K	–	309
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Crescent Grove Advisors's DFIN Position: Q2 2026 in Review

Crescent Grove Advisors sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 4,501 shares — an estimated $212K sold.

Crescent Grove Advisors first reported a position in DFIN in Q4 2021 and held it in 12 quarters. The position peaked at $296K in Q3 2024. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Crescent Grove Advisors reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
Crescent Grove Advisors sold 4,501 Donnelley Financial Solutions shares in Q2 2026, an estimated $212K.
Crescent Grove Advisors first reported a position in Donnelley Financial Solutions in Q4 2021 and held it in 12 quarters.
Crescent Grove Advisors's Donnelley Financial Solutions position peaked at $296K in Q3 2024.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.