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
Q2 		$309K Buy
7,376
+1,051
+17% +$45.8K ﹤0.01% 1738
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lido Advisors's DFIN Position: Q2 2026 in Review

Lido Advisors increased its Donnelley Financial Solutions (DFIN) stake by 17% in Q2 2026, buying an estimated $45.8K and bringing the position to 7,376 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Lido Advisors first reported a position in DFIN in Q4 2024 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Lido Advisors held 7,376 shares of Donnelley Financial Solutions worth $309K as of Q2 2026.
  • Lido Advisors bought 1,051 Donnelley Financial Solutions shares in Q2 2026, an estimated $45.8K.
  • Donnelley Financial Solutions made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1738 holding.
  • Lido Advisors first reported a position in Donnelley Financial Solutions in Q4 2024 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.