Level Four Advisory Services’s Donnelley Financial Solutions DFIN Stock Holding History

Level Four 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
2025 Q3	–	Sell	-7,270	Closed	-$448K	–	813
2025 Q2	$448K	Sell	7,270 -560	-7%	-$28.9K	0.02%	546
2025 Q1	$342K	Buy	7,830 +3,403	+77%	+$188K	0.01%	592
2024 Q4	$278K	Sell	4,427 -1,106	-20%	-$69K	0.01%	639
2024 Q3	$323K	Buy	+5,533	New	+$359K	0.01%	616

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Level Four Advisory Services's DFIN Position: Q3 2025 in Review

Level Four Advisory Services sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 7,270 shares — an estimated $448K sold.

Level Four Advisory Services first reported a position in DFIN in Q3 2024 and held it in 4 quarters. The position peaked at $448K in Q2 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

Level Four Advisory Services reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
Level Four Advisory Services sold 7,270 Donnelley Financial Solutions shares in Q3 2025, an estimated $448K.
Level Four Advisory Services first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 4 quarters.
Level Four Advisory Services's Donnelley Financial Solutions position peaked at $448K in Q2 2025.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Level Four Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.