Mather Group
DFIN icon

Mather Group’s Donnelley Financial Solutions DFIN Stock Holding History

Mather Group’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 		$11K Buy
233
+28
+14% +$1.35K ﹤0.01% 1616
2026
Q2 		$8.6K Hold
205
– – ﹤0.01% 1527
2026
Q1 		$9.7K Buy
+205
New +$10.1K ﹤0.01% 1463
2025
Q4 		– Sell
-205
Closed -$10.5K – 893
2025
Q3 		$10.5K Buy
+205
New +$11.7K ﹤0.01% 1258
2025
Q2 		– Sell
-205
Closed -$8.96K – 888
2025
Q1 		$8.96K Hold
205
– – ﹤0.01% 1280
2024
Q4 		$12.9K Hold
205
– – ﹤0.01% 1179
2024
Q3 		$13.5K Hold
205
– – ﹤0.01% 1128
2024
Q2 		$12.7K Hold
205
– – ﹤0.01% 1387
2024
Q1 		$12.8K Buy
+205
New +$12.8K ﹤0.01% 1150

Other funds holding DFIN

Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's DFIN Position: Q3 2026 in Review

Mather Group increased its Donnelley Financial Solutions (DFIN) stake by 14% in Q3 2026, buying an estimated $1.35K and bringing the position to 233 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Mather Group first reported a position in DFIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5K in Q3 2024. 44 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

  • Mather Group held 233 shares of Donnelley Financial Solutions worth $11K as of Q3 2026.
  • Mather Group bought 28 Donnelley Financial Solutions shares in Q3 2026, an estimated $1.35K.
  • Donnelley Financial Solutions made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1616 holding.
  • Mather Group first reported a position in Donnelley Financial Solutions in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Donnelley Financial Solutions position peaked at $13.5K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.