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Gilpin Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Gilpin Wealth Management’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 		$84 Sell
2
-1
-33% -$44 ﹤0.01% 1028
2026
Q1 		$142 Buy
3
+2
+200% +$98 ﹤0.01% 918
2025
Q4 		$47 Buy
+1
New +$48 ﹤0.01% 952

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

Gilpin Wealth Management's DFIN Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Donnelley Financial Solutions (DFIN) stake by 33% in Q2 2026, selling an estimated $44 and leaving 2 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Gilpin Wealth Management first reported a position in DFIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $142 in Q1 2026. 245 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Gilpin Wealth Management held 2 shares of Donnelley Financial Solutions worth $84 as of Q2 2026.
  • Gilpin Wealth Management sold 1 Donnelley Financial Solutions share in Q2 2026, an estimated $44.
  • Donnelley Financial Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Gilpin Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Donnelley Financial Solutions position peaked at $142 in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

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