GRP
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Global Retirement Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Global Retirement Partners’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 		$629 Buy
+15
New +$654 ﹤0.01% 4253
2025
Q4 		$700 Hold
15
– – ﹤0.01% 3942
2025
Q3 		$771 Hold
15
– – ﹤0.01% 3578
2025
Q2 		$925 Buy
+15
New +$773 ﹤0.01% 3459
2024
Q4 		$941 Hold
15
– – ﹤0.01% 3287
2024
Q3 		$987 Hold
15
– – ﹤0.01% 3143
2024
Q2 		$894 Hold
15
– – ﹤0.01% 3196
2024
Q1 		$930 Hold
15
– – ﹤0.01% 2993
2023
Q4 		$908 Hold
15
– – ﹤0.01% 2927
2023
Q3 		$818 Hold
15
– – ﹤0.01% 2816
2023
Q2 		$683 Hold
15
– – ﹤0.01% 2877
2023
Q1 		$662 Hold
15
– – ﹤0.01% 2849
2022
Q4 		$580 Hold
15
– – ﹤0.01% 2729
2022
Q3 		$1K Buy
15
+6
+67% +$225 ﹤0.01% 2426
2022
Q2 		$0 Hold
9
– – ﹤0.01% 2719
2022
Q1 		$0 Buy
+9
New +$321 ﹤0.01% 2661

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

Global Retirement Partners's DFIN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 15 shares worth $629. The stake represents ﹤0.01% of the portfolio and ranks #4253 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFIN as recently as Q4 2025.

Global Retirement Partners first reported a position in DFIN in Q1 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Global Retirement Partners held 15 shares of Donnelley Financial Solutions worth $629 as of Q2 2026.
  • Donnelley Financial Solutions was a new Global Retirement Partners position in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4253 holding.
  • Global Retirement Partners first reported a position in Donnelley Financial Solutions in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Donnelley Financial Solutions position peaked at $1K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.