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Essential Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Essential Partners’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 		$8.26K Buy
197
+76
+63% +$3.31K ﹤0.01% 1311
2026
Q1 		$5.7K Buy
121
+115
+1,917% +$5.64K ﹤0.01% 1515
2025
Q4 		$280 Sell
6
-20
-77% -$967 ﹤0.01% 2359
2025
Q3 		$1.34K Buy
26
+20
+333% +$1.14K ﹤0.01% 1934
2025
Q2 		$370 Buy
+6
New +$309 ﹤0.01% 1778

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essential Partners's DFIN Position: Q2 2026 in Review

Essential Partners increased its Donnelley Financial Solutions (DFIN) stake by 63% in Q2 2026, buying an estimated $3.31K and bringing the position to 197 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Essential Partners first reported a position in DFIN in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Essential Partners held 197 shares of Donnelley Financial Solutions worth $8.26K as of Q2 2026.
  • Essential Partners bought 76 Donnelley Financial Solutions shares in Q2 2026, an estimated $3.31K.
  • Donnelley Financial Solutions made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1311 holding.
  • Essential Partners first reported a position in Donnelley Financial Solutions in Q2 2025 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.