Legacy Wealth Management (Idaho)’s Donnelley Financial Solutions DFIN Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-42	Closed	-$1.98K	–	377
2026 Q1	$1.98K	Sell	42 -17	-29%	-$834	﹤0.01%	781
2025 Q4	$2.75K	Buy	59 +49	+490%	+$2.37K	﹤0.01%	626
2025 Q3	$515	Hold	10	–	–	﹤0.01%	676
2025 Q2	$617	Sell	10 -16	-62%	-$825	﹤0.01%	638
2025 Q1	$1.14K	Hold	26	–	–	﹤0.01%	625
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DFIN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 42 shares — an estimated $1.98K sold.

Legacy Wealth Management (Idaho) first reported a position in DFIN in Q3 2024 and held it in 7 quarters. The position peaked at $2.75K in Q4 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 42 Donnelley Financial Solutions shares in Q2 2026, an estimated $1.98K.
Legacy Wealth Management (Idaho) first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Donnelley Financial Solutions position peaked at $2.75K in Q4 2025.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.