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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JPL Wealth Management's DFIN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Donnelley Financial Solutions (DFIN) in Q1 2026: 35 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DFIN as recently as Q3 2025.

JPL Wealth Management first reported a position in DFIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.8K in Q3 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • JPL Wealth Management held 35 shares of Donnelley Financial Solutions worth $1.65K as of Q1 2026.
  • Donnelley Financial Solutions was a new JPL Wealth Management position in Q1 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1033 holding.
  • JPL Wealth Management first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Donnelley Financial Solutions position peaked at $1.8K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.