EF
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Empowered Funds’s Donnelley Financial Solutions DFIN Stock Holding History

Empowered Funds’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 		$316K Buy
+6,696
New +$328K ﹤0.01% 1803
2024
Q4 		– Sell
-10,768
Closed -$709K – 1685
2024
Q3 		$709K Buy
10,768
+320
+3% +$20.8K 0.01% 994
2024
Q2 		$623K Sell
10,448
-86,975
-89% -$5.31M 0.01% 993
2024
Q1 		$6.04M Buy
+97,423
New +$6.09M 0.11% 263

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
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

Empowered Funds's DFIN Position: Q1 2026 in Review

Empowered Funds opened a new position in Donnelley Financial Solutions (DFIN) in Q1 2026: 6,696 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings. This is a return to the name: Empowered Funds previously reported a position in DFIN as recently as Q3 2024.

Empowered Funds first reported a position in DFIN in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.04M in Q1 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Empowered Funds held 6,696 shares of Donnelley Financial Solutions worth $316K as of Q1 2026.
  • Donnelley Financial Solutions was a new Empowered Funds position in Q1 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1803 holding.
  • Empowered Funds first reported a position in Donnelley Financial Solutions in Q1 2024 and has held it in 4 quarters since.
  • Empowered Funds's Donnelley Financial Solutions position peaked at $6.04M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.