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IFP Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

IFP 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
Q2 		$378 Sell
9
-8
-47% -$349 ﹤0.01% 4742
2026
Q1 		$801 Sell
17
-193
-92% -$9.46K ﹤0.01% 4285
2025
Q4 		$9.8K Buy
210
+4
+2% +$193 ﹤0.01% 3077
2025
Q3 		$10.6K Buy
206
+32
+18% +$1.83K ﹤0.01% 2875
2025
Q2 		$14.7K Buy
+174
New +$8.97K ﹤0.01% 2711
2025
Q1 		– Hold
0
– – – 3892
2024
Q4 		– Hold
0
– – – 3951
2023
Q1 		– Sell
-130
Closed -$2K – 3608
2022
Q4 		$2K Hold
130
– – ﹤0.01% 4138
2022
Q3 		$2K Hold
130
– – ﹤0.01% 4340
2022
Q2 		$2K Hold
130
– – ﹤0.01% 4104
2022
Q1 		$2K Buy
+130
New +$4.64K ﹤0.01% 4102
2019
Q4 		– Sell
-130
Closed -$1.36K – 2890
2019
Q3 		$2K Buy
+130
New +$1.61K ﹤0.01% 2673
2019
Q1 		– Sell
-40
Closed -$1K – 2589
2018
Q4 		$1K Sell
40
-39
-49% -$623 ﹤0.01% 3290
2018
Q3 		$1K Hold
79
– – ﹤0.01% 3665
2018
Q2 		$1K Hold
79
– – ﹤0.01% 3705
2018
Q1 		$2K Hold
79
– – ﹤0.01% 3485
2017
Q4 		$2K Sell
79
-90
-53% -$1.84K ﹤0.01% 3536
2017
Q3 		$4K Buy
169
+10
+6% +$217 ﹤0.01% 3492
2017
Q2 		$4K Hold
159
– – ﹤0.01% 3490
2017
Q1 		$3K Hold
159
– – ﹤0.01% 3506
2016
Q4 		$4K Buy
+159
New +$3.37K ﹤0.01% 3378

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

IFP Advisors's DFIN Position: Q2 2026 in Review

IFP Advisors reduced its Donnelley Financial Solutions (DFIN) stake by 47% in Q2 2026, selling an estimated $349 and leaving 9 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #4742.

IFP Advisors first reported a position in DFIN in Q4 2016 and has held it in 19 quarters since. The position peaked at $14.7K in Q2 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • IFP Advisors held 9 shares of Donnelley Financial Solutions worth $378 as of Q2 2026.
  • IFP Advisors sold 8 Donnelley Financial Solutions shares in Q2 2026, an estimated $349.
  • Donnelley Financial Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4742 holding.
  • IFP Advisors first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 19 quarters since.
  • IFP Advisors's Donnelley Financial Solutions position peaked at $14.7K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.