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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
Q3 		$95 Hold
2
– – ﹤0.01% 1307
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's DFIN Position: Q3 2026 in Review

Gilpin Wealth Management held its Donnelley Financial Solutions (DFIN) position steady in Q3 2026 at 2 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Gilpin Wealth Management first reported a position in DFIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $142 in Q1 2026. 8 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Donnelley Financial Solutions worth $95 as of Q3 2026.
  • Gilpin Wealth Management left its Donnelley Financial Solutions share count unchanged in Q3 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1307 holding.
  • Gilpin Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Donnelley Financial Solutions position peaked at $142 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.