Lindbrook Capital’s Donnelley Financial Solutions DFIN Stock Holding History

Lindbrook Capital’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	$26.1K	Sell	597 -10	-2%	-$554	﹤0.01%	1246
2024 Q4	$38.1K	Buy	607 +24	+4%	+$1.5K	﹤0.01%	934
2024 Q3	$38.4K	Sell	583 -9	-2%	-$584	﹤0.01%	946
2024 Q2	$35.3K	Hold	592	–	–	﹤0.01%	944
2024 Q1	$36.7K	Hold	592	–	–	﹤0.01%	908
2023 Q4	$36.9K	Buy	592 +9	+2%	+$513	﹤0.01%	880
2023 Q3	$32.8K	Sell	583 -6	-1%	-$291	﹤0.01%	836
2023 Q2	$26.8K	Hold	589	–	–	﹤0.01%	946
2023 Q1	$24.1K	Hold	589	–	–	﹤0.01%	980
2022 Q4	$22.8K	Hold	589	–	–	﹤0.01%	997
2022 Q3	$22K	Buy	589 +12	+2%	+$450	﹤0.01%	935
2022 Q2	$17K	Buy	+577	New	+$17.1K	﹤0.01%	1033

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $13.1B AUM 24.63% 1-Year Est. Return

Lindbrook Capital's DFIN Position: Q1 2025 in Review

Lindbrook Capital reduced its Donnelley Financial Solutions (DFIN) stake by 1.6% in Q1 2025, selling an estimated $554 and leaving 597 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Lindbrook Capital first reported a position in DFIN in Q2 2022 and has held it in 12 quarters since. The position peaked at $38.4K in Q3 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

Lindbrook Capital held 597 shares of Donnelley Financial Solutions worth $26.1K as of Q1 2025.
Lindbrook Capital sold 10 Donnelley Financial Solutions shares in Q1 2025, an estimated $554.
Donnelley Financial Solutions made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1246 holding.
Lindbrook Capital first reported a position in Donnelley Financial Solutions in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Donnelley Financial Solutions position peaked at $38.4K in Q3 2024.
233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.