MassMutual Private Wealth & Trust’s Donnelley Financial Solutions DFIN Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$3.59K	Hold	76	–	–	﹤0.01%	1736
2026 Q2	$3.19K	Hold	76	–	–	﹤0.01%	1849
2026 Q1	$3.58K	Sell	76 -7	-8%	-$343	﹤0.01%	1795
2025 Q4	$3.88K	Hold	83	–	–	﹤0.01%	1779
2025 Q3	$4.27K	Hold	83	–	–	﹤0.01%	1735
2025 Q2	$5.12K	Buy	83 +10	+14%	+$515	﹤0.01%	1628
2025 Q1	$3.19K	Buy	73 +14	+24%	+$775	﹤0.01%	1773
2024 Q4	$3.7K	Buy	59 +4	+7%	+$250	﹤0.01%	1643
2024 Q3	$3.62K	Hold	55	–	–	﹤0.01%	1476
2024 Q2	$3.28K	Hold	55	–	–	﹤0.01%	1467
2024 Q1	$3.41K	Hold	55	–	–	﹤0.01%	1382
2023 Q4	$3.43K	Hold	55	–	–	﹤0.01%	1345
2023 Q3	$3.1K	Hold	55	–	–	﹤0.01%	1384
2023 Q2	$2.5K	Hold	55	–	–	﹤0.01%	1412
2023 Q1	$2.25K	Hold	55	–	–	﹤0.01%	1390
2022 Q4	$2K	Hold	55	–	–	﹤0.01%	1237
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	1198
2022 Q2	$2K	Buy	55 +6	+12%	+$178	﹤0.01%	1121
2022 Q1	$2K	Hold	49	–	–	﹤0.01%	1142
2021 Q4	$2K	Hold	49	–	–	﹤0.01%	1082
2021 Q3	$2K	Hold	49	–	–	﹤0.01%	1037
2021 Q2	$2K	Buy	+49	New	+$1.46K	﹤0.01%	1007

Other funds holding DFIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFIN Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Donnelley Financial Solutions (DFIN) position steady in Q3 2026 at 76 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

MassMutual Private Wealth & Trust first reported a position in DFIN in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.12K in Q2 2025. 110 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

MassMutual Private Wealth & Trust held 76 shares of Donnelley Financial Solutions worth $3.59K as of Q3 2026.
MassMutual Private Wealth & Trust left its Donnelley Financial Solutions share count unchanged in Q3 2026.
Donnelley Financial Solutions made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1736 holding.
MassMutual Private Wealth & Trust first reported a position in Donnelley Financial Solutions in Q2 2021 and has held it in 22 quarters since.
MassMutual Private Wealth & Trust's Donnelley Financial Solutions position peaked at $5.12K in Q2 2025.
110 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.