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 Q2	$315K	Sell	7,499 -70	-0.9%	-$3.05K	﹤0.01%	1167
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 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

Envestnet Portfolio Solutions's DFIN Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Donnelley Financial Solutions (DFIN) stake by 0.92% in Q2 2026, selling an estimated $3.05K and leaving 7,499 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Envestnet Portfolio Solutions first reported a position in DFIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $521K in Q2 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Envestnet Portfolio Solutions held 7,499 shares of Donnelley Financial Solutions worth $315K as of Q2 2026.
Envestnet Portfolio Solutions sold 70 Donnelley Financial Solutions shares in Q2 2026, an estimated $3.05K.
Donnelley Financial Solutions made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1167 holding.
Envestnet Portfolio Solutions first reported a position in Donnelley Financial Solutions in Q2 2025 and has held it in 5 quarters since.
Envestnet Portfolio Solutions's Donnelley Financial Solutions position peaked at $521K in Q2 2025.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.