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LGT Financial Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-76
Closed -$4.77K – 413
2024
Q4 		$4.77K Hold
76
– – 0.01% 558
2024
Q3 		$5K Hold
76
– – 0.01% 533
2024
Q2 		$4.53K Hold
76
– – 0.01% 610
2024
Q1 		$4.71K Hold
76
– – 0.01% 630
2023
Q4 		$4.74K Hold
76
– – 0.01% 640
2023
Q3 		$4.28K Buy
+76
New +$3.69K 0.01% 657

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

LGT Financial Advisors's DFIN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 76 shares — an estimated $4.77K sold.

LGT Financial Advisors first reported a position in DFIN in Q3 2023 and held it in 6 quarters. The position peaked at $5K in Q3 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 76 Donnelley Financial Solutions shares in Q1 2025, an estimated $4.77K.
  • LGT Financial Advisors first reported a position in Donnelley Financial Solutions in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Donnelley Financial Solutions position peaked at $5K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.