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Farther Finance Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Farther Finance 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
Q3 		$30.7K Buy
650
+499
+330% +$24K ﹤0.01% 3813
2026
Q2 		$6.33K Sell
151
-61
-29% -$2.66K ﹤0.01% 4664
2026
Q1 		$9.77K Buy
212
+67
+46% +$3.29K ﹤0.01% 4130
2025
Q4 		$6.77K Sell
145
-170
-54% -$8.22K ﹤0.01% 4154
2025
Q3 		$16.2K Sell
315
-14
-4% -$799 ﹤0.01% 3170
2025
Q2 		$20.3K Sell
329
-194
-37% -$10K ﹤0.01% 2663
2025
Q1 		$23K Sell
523
-67
-11% -$3.71K ﹤0.01% 2321
2024
Q4 		$37K Buy
590
+114
+24% +$7.11K ﹤0.01% 1804
2024
Q3 		$31.3K Buy
476
+422
+781% +$27.4K ﹤0.01% 1881
2024
Q2 		$3.21K Hold
54
– – ﹤0.01% 2598
2024
Q1 		$3.35K Hold
54
– – ﹤0.01% 2259
2023
Q4 		$3.37K Hold
54
– – ﹤0.01% 2179
2023
Q3 		$3.04K Hold
54
– – ﹤0.01% 1692
2023
Q2 		$2.46K Hold
54
– – ﹤0.01% 1681
2023
Q1 		$2.21K Hold
54
– – ﹤0.01% 1609
2022
Q4 		$2.09K Buy
+54
New +$2.02K ﹤0.01% 1432

Other funds holding DFIN

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's DFIN Position: Q3 2026 in Review

Farther Finance Advisors increased its Donnelley Financial Solutions (DFIN) stake by 330% in Q3 2026, buying an estimated $24K and bringing the position to 650 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Farther Finance Advisors first reported a position in DFIN in Q4 2022 and has held it in 16 quarters since. The position peaked at $37K in Q4 2024. 8 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

  • Farther Finance Advisors held 650 shares of Donnelley Financial Solutions worth $30.7K as of Q3 2026.
  • Farther Finance Advisors bought 499 Donnelley Financial Solutions shares in Q3 2026, an estimated $24K.
  • Donnelley Financial Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3813 holding.
  • Farther Finance Advisors first reported a position in Donnelley Financial Solutions in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Donnelley Financial Solutions position peaked at $37K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.