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

EverSource 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	$9.78K	Buy	233 +115	+97%	+$5.01K	﹤0.01%	2929
2026 Q1	$5.56K	Buy	118 +95	+413%	+$4.66K	﹤0.01%	3221
2025 Q4	$1.07K	Sell	23 -8	-26%	-$387	﹤0.01%	3689
2025 Q3	$1.59K	Sell	31 -6	-16%	-$342	﹤0.01%	3587
2025 Q2	$2.28K	Buy	+37	New	+$1.91K	﹤0.01%	3465
2025 Q1	–	Sell	-21	Closed	-$1.32K	–	4060
2024 Q4	$1.32K	Buy	+21	New	+$1.31K	﹤0.01%	2876
2023 Q1	–	Sell	-55	Closed	-$2.13K	–	2417
2022 Q4	$2.13K	Hold	55	–	–	﹤0.01%	1895
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	1653
2022 Q2	$2K	Sell	55 -91	-62%	-$2.7K	﹤0.01%	1491
2022 Q1	$5K	Hold	146	–	–	﹤0.01%	1234
2021 Q4	$7K	Buy	+146	New	+$6.33K	﹤0.01%	1098

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

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

EverSource Wealth Advisors increased its Donnelley Financial Solutions (DFIN) stake by 97% in Q2 2026, buying an estimated $5.01K and bringing the position to 233 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

EverSource Wealth Advisors first reported a position in DFIN in Q4 2021 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

EverSource Wealth Advisors held 233 shares of Donnelley Financial Solutions worth $9.78K as of Q2 2026.
EverSource Wealth Advisors bought 115 Donnelley Financial Solutions shares in Q2 2026, an estimated $5.01K.
Donnelley Financial Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2929 holding.
EverSource Wealth Advisors first reported a position in Donnelley Financial Solutions in Q4 2021 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.