LPL Financial’s Donnelley Financial Solutions DFIN Stock Holding History

LPL Financial’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	–	Sell	-4,775	Closed	-$225K	–	6244
2026 Q1	$225K	Buy	+4,775	New	+$234K	﹤0.01%	5404
2025 Q3	–	Sell	-7,008	Closed	-$432K	–	5850
2025 Q2	$432K	Buy	+7,008	New	+$361K	﹤0.01%	4495
2024 Q4	–	Sell	-5,008	Closed	-$330K	–	5319
2024 Q3	$330K	Sell	5,008 -96	-2%	-$6.23K	﹤0.01%	4352
2024 Q2	$304K	Sell	5,104 -4,086	-44%	-$249K	﹤0.01%	4254
2024 Q1	$570K	Buy	9,190 +431	+5%	+$27K	﹤0.01%	3664
2023 Q4	$546K	Sell	8,759 -1,003	-10%	-$57.2K	﹤0.01%	3593
2023 Q3	$549K	Sell	9,762 -2,820	-22%	-$137K	﹤0.01%	3405
2023 Q2	$573K	Sell	12,582 -345	-3%	-$15.2K	﹤0.01%	3323
2023 Q1	$528K	Buy	12,927 +7,630	+144%	+$324K	﹤0.01%	3273
2022 Q4	$205K	Buy	+5,297	New	+$199K	﹤0.01%	3967

Other funds holding DFIN

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

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

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LPL Financial's DFIN Position: Q2 2026 in Review

LPL Financial sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 4,775 shares — an estimated $225K sold.

LPL Financial first reported a position in DFIN in Q4 2022 and held it in 10 quarters. The position peaked at $573K in Q2 2023. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

LPL Financial reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 4,775 Donnelley Financial Solutions shares in Q2 2026, an estimated $225K.
LPL Financial first reported a position in Donnelley Financial Solutions in Q4 2022 and held it in 10 quarters.
LPL Financial's Donnelley Financial Solutions position peaked at $573K in Q2 2023.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.