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Evolve Private Wealth’s Donnelley Financial Solutions DFIN Stock Holding History

Evolve Private Wealth’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 		– Sell
-9,374
Closed -$442K – 1057
2026
Q1 		$442K Buy
9,374
+686
+8% +$33.6K 0.02% 630
2025
Q4 		$406K Buy
+8,688
New +$420K 0.02% 615

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evolve Private Wealth's DFIN Position: Q2 2026 in Review

Evolve Private Wealth sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 9,374 shares — an estimated $442K sold.

Evolve Private Wealth first reported a position in DFIN in Q4 2025 and held it in 2 quarters. The position peaked at $442K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Evolve Private Wealth reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 9,374 Donnelley Financial Solutions shares in Q2 2026, an estimated $442K.
  • Evolve Private Wealth first reported a position in Donnelley Financial Solutions in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Donnelley Financial Solutions position peaked at $442K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

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