EP Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

EP Wealth 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	$359K	Buy	+8,553	New	+$373K	﹤0.01%	1192

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EP Wealth Advisors's DFIN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 8,553 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings.

246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

EP Wealth Advisors held 8,553 shares of Donnelley Financial Solutions worth $359K as of Q2 2026.
Donnelley Financial Solutions was a new EP Wealth Advisors position in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1192 holding.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.