EWA
DFIN icon

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
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 – 4062
2024
Q4 		$1.32K Buy
+21
New +$1.31K ﹤0.01% 2876
2023
Q1 		– Sell
-55
Closed -$2.13K – 2420
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
BlackRock New York $5.7T 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 $16.2B 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