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 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFIN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 76 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

MassMutual Private Wealth & Trust first reported a position in DFIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.12K in Q2 2025. 54 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

MassMutual Private Wealth & Trust held 76 shares of Donnelley Financial Solutions worth $3.19K as of Q2 2026.
MassMutual Private Wealth & Trust left its Donnelley Financial Solutions share count unchanged in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1849 holding.
MassMutual Private Wealth & Trust first reported a position in Donnelley Financial Solutions in Q2 2021 and has held it in 21 quarters since.
MassMutual Private Wealth & Trust's Donnelley Financial Solutions position peaked at $5.12K in Q2 2025.
54 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.