Financial Consulate’s Donnelley Financial Solutions DFIN Stock Holding History

Financial Consulate’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	$95	Buy	+2	New	+$96	﹤0.01%	1822

Other funds holding DFIN

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Consulate's DFIN Position: Q3 2026 in Review

Financial Consulate opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2026: 2 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings.

44 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Financial Consulate held 2 shares of Donnelley Financial Solutions worth $95 as of Q3 2026.
Donnelley Financial Solutions was a new Financial Consulate position in Q3 2026.
Donnelley Financial Solutions made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1822 holding.
44 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.