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Cresset Asset Management’s Donnelley Financial Solutions DFIN Stock Holding History

Cresset Asset Management’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 		$2.91M Buy
69,344
+4,250
+7% +$185K 0.01% 554
2026
Q1 		$3.07M Sell
65,094
-131
-0.2% -$6.42K 0.01% 466
2025
Q4 		$3.05M Sell
65,225
-46
-0.1% -$2.23K 0.01% 471
2025
Q3 		$3.36M Buy
65,271
+1,948
+3% +$111K 0.01% 423
2025
Q2 		$3.9M Buy
63,323
+7,620
+14% +$393K 0.02% 370
2025
Q1 		$2.43M Sell
55,703
-534
-0.9% -$29.6K 0.01% 484
2024
Q4 		$3.53M Sell
56,237
-57,090
-50% -$3.56M 0.02% 415
2024
Q3 		$7.46M Buy
113,327
+179
+0.2% +$11.6K 0.03% 375
2024
Q2 		$6.75M Buy
113,148
+8,138
+8% +$497K 0.03% 368
2024
Q1 		$6.51M Buy
105,010
+51,405
+96% +$3.22M 0.03% 336
2023
Q4 		$3.34M Sell
53,605
-72
-0.1% -$4.11K 0.02% 415
2023
Q3 		$3.02M Buy
53,677
+72
+0.1% +$3.5K 0.01% 433
2023
Q2 		$2.44M Buy
53,605
+2,178
+4% +$96.1K ﹤0.01% 589
2023
Q1 		$2.1M Sell
51,427
-31
-0.1% -$1.32K 0.04% 224
2022
Q4 		$3.1K Sell
51,458
-175
-0.3% -$6.56K ﹤0.01% 712
2022
Q3 		$1.91M Sell
51,633
-68
-0.1% -$2.55K 0.02% 218
2022
Q2 		$1.51M Buy
+51,701
New +$1.53M 0.02% 276
2019
Q2 		– Sell
-76
Closed -$1K – 772
2019
Q1 		$1K Hold
76
– – ﹤0.01% 1781
2018
Q4 		$1K Buy
+76
New +$1.22K ﹤0.01% 1480

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

Cresset Asset Management's DFIN Position: Q2 2026 in Review

Cresset Asset Management increased its Donnelley Financial Solutions (DFIN) stake by 6.5% in Q2 2026, buying an estimated $185K and bringing the position to 69,344 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #554.

Cresset Asset Management first reported a position in DFIN in Q4 2018 and has held it in 19 quarters since. The position peaked at $7.46M in Q3 2024. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Cresset Asset Management held 69,344 shares of Donnelley Financial Solutions worth $2.91M as of Q2 2026.
  • Cresset Asset Management bought 4,250 Donnelley Financial Solutions shares in Q2 2026, an estimated $185K.
  • Donnelley Financial Solutions made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #554 holding.
  • Cresset Asset Management first reported a position in Donnelley Financial Solutions in Q4 2018 and has held it in 19 quarters since.
  • Cresset Asset Management's Donnelley Financial Solutions position peaked at $7.46M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.