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Legacy Investment Solutions’s Donnelley Financial Solutions DFIN Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$617 Buy
+10
New +$515 ﹤0.01% 638
2024
Q4 		$1.74K Buy
26
+16
+160% +$998 ﹤0.01% 517
2024
Q3 		$623 Buy
+10
New +$649 ﹤0.01% 589

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's DFIN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2025: 10 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DFIN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DFIN in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.74K in Q4 2024. 245 funds tracked by Wall St. Rank hold DFIN as of Q2 2025.

  • Legacy Investment Solutions held 10 shares of Donnelley Financial Solutions worth $617 as of Q2 2025.
  • Donnelley Financial Solutions was a new Legacy Investment Solutions position in Q2 2025.
  • Donnelley Financial Solutions made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #638 holding.
  • Legacy Investment Solutions first reported a position in Donnelley Financial Solutions in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Donnelley Financial Solutions position peaked at $1.74K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.