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John Overdeck’s Donnelley Financial Solutions DFIN Stock Holding History

John Overdeck’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 		$836K Sell
19,925
-23,669
-54% -$1.03M ﹤0.01% 3747
2026
Q1 		$2.06M Sell
43,594
-13,136
-23% -$644K ﹤0.01% 2740
2025
Q4 		$2.65M Sell
56,730
-97,116
-63% -$4.7M ﹤0.01% 2234
2025
Q3 		$7.91M Buy
153,846
+107,924
+235% +$6.16M 0.01% 1096
2025
Q2 		$2.83M Sell
45,922
-91,153
-66% -$4.7M 0.01% 1589
2025
Q1 		$5.99M Sell
137,075
-14,720
-10% -$815K 0.01% 1023
2024
Q4 		$9.52M Buy
151,795
+34,356
+29% +$2.14M 0.02% 772
2024
Q3 		$7.73M Sell
117,439
-2,531
-2% -$164K 0.02% 868
2024
Q2 		$7.15M Buy
119,970
+63,700
+113% +$3.89M 0.02% 850
2024
Q1 		$3.49M Buy
56,270
+40,770
+263% +$2.55M 0.01% 1167
2023
Q4 		$967K Sell
15,500
-16,044
-51% -$915K ﹤0.01% 2100
2023
Q3 		$1.78M Buy
31,544
+2,244
+8% +$109K ﹤0.01% 1489
2023
Q2 		$1.33M Sell
29,300
-13,600
-32% -$600K ﹤0.01% 1775
2023
Q1 		$1.75M Buy
+42,900
New +$1.82M 0.01% 1467
2022
Q2 		– Sell
-37,783
Closed -$1.26M – 2605
2022
Q1 		$1.26M Buy
+37,783
New +$1.35M ﹤0.01% 1595
2021
Q1 		– Sell
-16,680
Closed -$283K – 3899
2020
Q4 		$283K Sell
16,680
-19,958
-54% -$309K ﹤0.01% 2909
2020
Q3 		$489K Sell
36,638
-110,004
-75% -$1.14M ﹤0.01% 2265
2020
Q2 		$1.23M Sell
146,642
-9,383
-6% -$67.5K 0.01% 1393
2020
Q1 		$822K Buy
156,025
+57,597
+59% +$488K 0.01% 1566
2019
Q4 		$1.03M Buy
+98,428
New +$1.03M ﹤0.01% 2149
2019
Q2 		– Sell
-26,500
Closed -$394K – 3395
2019
Q1 		$394K Buy
+26,500
New +$398K ﹤0.01% 2424
2018
Q3 		– Sell
-97,247
Closed -$1.69M – 3255
2018
Q2 		$1.69M Buy
97,247
+71,147
+273% +$1.22M 0.01% 1750
2018
Q1 		$448K Sell
26,100
-6,500
-20% -$127K ﹤0.01% 2528
2017
Q4 		$635K Buy
+32,600
New +$666K ﹤0.01% 2274
2017
Q3 		– Sell
-52,885
Closed -$1.21M – 2812
2017
Q2 		$1.21M Buy
+52,885
New +$1.16M ﹤0.01% 1779

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

John Overdeck's DFIN Position: Q2 2026 in Review

John Overdeck reduced its Donnelley Financial Solutions (DFIN) stake by 54% in Q2 2026, selling an estimated $1.03M and leaving 19,925 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

John Overdeck first reported a position in DFIN in Q2 2017 and has held it in 25 quarters since. The position peaked at $9.52M in Q4 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • John Overdeck held 19,925 shares of Donnelley Financial Solutions worth $836K as of Q2 2026.
  • John Overdeck sold 23,669 Donnelley Financial Solutions shares in Q2 2026, an estimated $1.03M.
  • Donnelley Financial Solutions made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3747 holding.
  • John Overdeck first reported a position in Donnelley Financial Solutions in Q2 2017 and has held it in 25 quarters since.
  • John Overdeck's Donnelley Financial Solutions position peaked at $9.52M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.