Envestnet Portfolio Solutions
DFIN icon

Envestnet Portfolio Solutions’s Donnelley Financial Solutions DFIN Stock Holding History

Envestnet Portfolio Solutions’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 		$357K Sell
7,569
-256
-3% -$12.6K ﹤0.01% 1037
2025
Q4 		$365K Buy
7,825
+232
+3% +$11.2K ﹤0.01% 1186
2025
Q3 		$391K Sell
7,593
-860
-10% -$49.1K ﹤0.01% 1130
2025
Q2 		$521K Buy
+8,453
New +$436K ﹤0.01% 1084

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

Envestnet Portfolio Solutions's DFIN Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Donnelley Financial Solutions (DFIN) stake by 3.3% in Q1 2026, selling an estimated $12.6K and leaving 7,569 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Envestnet Portfolio Solutions first reported a position in DFIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $521K in Q2 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Envestnet Portfolio Solutions held 7,569 shares of Donnelley Financial Solutions worth $357K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 256 Donnelley Financial Solutions shares in Q1 2026, an estimated $12.6K.
  • Donnelley Financial Solutions made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1037 holding.
  • Envestnet Portfolio Solutions first reported a position in Donnelley Financial Solutions in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Donnelley Financial Solutions position peaked at $521K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.