Lido Advisors
DFIN icon

Lido Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Lido 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
2026
Q1 		$298K Buy
6,325
+1,468
+30% +$72K ﹤0.01% 1568
2025
Q4 		$244K Buy
4,857
+231
+5% +$11.2K ﹤0.01% 1678
2025
Q3 		$238K Buy
4,626
+381
+9% +$21.7K ﹤0.01% 1604
2025
Q2 		$262K Buy
+4,245
New +$219K ﹤0.01% 1402
2025
Q1 		– Sell
-4,143
Closed -$260K – 1542
2024
Q4 		$260K Buy
+4,143
New +$258K ﹤0.01% 1284

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lido Advisors's DFIN Position: Q1 2026 in Review

Lido Advisors increased its Donnelley Financial Solutions (DFIN) stake by 30% in Q1 2026, buying an estimated $72K and bringing the position to 6,325 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Lido Advisors first reported a position in DFIN in Q4 2024 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Lido Advisors held 6,325 shares of Donnelley Financial Solutions worth $298K as of Q1 2026.
  • Lido Advisors bought 1,468 Donnelley Financial Solutions shares in Q1 2026, an estimated $72K.
  • Donnelley Financial Solutions made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1568 holding.
  • Lido Advisors first reported a position in Donnelley Financial Solutions in Q4 2024 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.