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JPL Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

JPL 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
Q2 		$1.47K Hold
35
– – ﹤0.01% 1186
2026
Q1 		$1.65K Buy
+35
New +$1.72K ﹤0.01% 1033
2025
Q4 		– Sell
-35
Closed -$1.8K – 371
2025
Q3 		$1.8K Buy
+35
New +$2K ﹤0.01% 880

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

JPL Wealth Management's DFIN Position: Q2 2026 in Review

JPL Wealth Management held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 35 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

JPL Wealth Management first reported a position in DFIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.8K in Q3 2025. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • JPL Wealth Management held 35 shares of Donnelley Financial Solutions worth $1.47K as of Q2 2026.
  • JPL Wealth Management left its Donnelley Financial Solutions share count unchanged in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1186 holding.
  • JPL Wealth Management first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Donnelley Financial Solutions position peaked at $1.8K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.