Integrated Wealth Concepts’s Donnelley Financial Solutions DFIN Stock Holding History

Integrated Wealth Concepts’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	$20.1K	Buy	+480	New	+$20.9K	﹤0.01%	4083

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Integrated Wealth Concepts's DFIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 480 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #4083 among its holdings.

246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Integrated Wealth Concepts held 480 shares of Donnelley Financial Solutions worth $20.1K as of Q2 2026.
Donnelley Financial Solutions was a new Integrated Wealth Concepts position in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4083 holding.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.