Marshall Wace’s Donnelley Financial Solutions DFIN Stock Holding History

Marshall Wace’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	$537K	Buy	+11,400	New	+$559K	﹤0.01%	2413
2025 Q1	–	Sell	-5,795	Closed	-$364K	–	2715
2024 Q4	$364K	Sell	5,795 -6,914	-54%	-$431K	﹤0.01%	2170
2024 Q3	$837K	Buy	12,709 +6,912	+119%	+$449K	﹤0.01%	1721
2024 Q2	$346K	Buy	+5,797	New	+$354K	﹤0.01%	2101
2021 Q1	–	Sell	-11,395	Closed	-$193K	–	2546
2020 Q4	$193K	Sell	11,395 -91,705	-89%	-$1.42M	﹤0.01%	1752
2020 Q3	$1.38M	Sell	103,100 -140,793	-58%	-$1.46M	0.01%	912
2020 Q2	$2.05M	Sell	243,893 -173,371	-42%	-$1.25M	0.01%	782
2020 Q1	$2.2M	Sell	417,264 -82,257	-16%	-$697K	0.02%	596
2019 Q4	$5.23M	Buy	499,521 +384,012	+332%	+$4.02M	0.04%	519
2019 Q3	$1.42M	Buy	115,509 +70,065	+154%	+$869K	0.01%	854
2019 Q2	$606K	Buy	45,444 +15,247	+50%	+$215K	0.01%	1044
2019 Q1	$450K	Sell	30,197 -233,617	-89%	-$3.51M	﹤0.01%	1168
2018 Q4	$3.7M	Buy	+263,814	New	+$4.22M	0.04%	542
2017 Q1	–	Sell	-69,136	Closed	-$1.59M	–	409
2016 Q4	$1.59M	Buy	+69,136	New	+$1.46M	0.01%	682

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Marshall Wace's DFIN Position: Q1 2026 in Review

Marshall Wace opened a new position in Donnelley Financial Solutions (DFIN) in Q1 2026: 11,400 shares worth $537K. The stake represents ﹤0.01% of the portfolio and ranks #2413 among its holdings. This is a return to the name: Marshall Wace previously reported a position in DFIN as recently as Q4 2024.

Marshall Wace first reported a position in DFIN in Q4 2016 and has held it in 14 quarters since. The position peaked at $5.23M in Q4 2019. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Marshall Wace held 11,400 shares of Donnelley Financial Solutions worth $537K as of Q1 2026.
Donnelley Financial Solutions was a new Marshall Wace position in Q1 2026.
Donnelley Financial Solutions made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2413 holding.
Marshall Wace first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 14 quarters since.
Marshall Wace's Donnelley Financial Solutions position peaked at $5.23M in Q4 2019.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.