KFAS
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Keating Financial Advisory Services’s Donnelley Financial Solutions DFIN Stock Holding History

Keating Financial Advisory Services’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 		$34K Buy
722
+22
+3% +$1.08K 0.01% 734
2025
Q4 		$32.7K Buy
+700
New +$33.9K ﹤0.01% 772

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State Street
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VCM
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Morgan Stanley
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AIMCA
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RHJA
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WHG
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Dimensional Fund Advisors
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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return