Mawer Investment Management’s Donnelley Financial Solutions DFIN Stock Holding History

Mawer Investment Management’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	$20M	Sell	423,704 -435,861	-51%	-$21.4M	0.13%	84
2025 Q4	$40.1M	Sell	859,565 -4,064	-0.5%	-$197K	0.22%	72
2025 Q3	$44.4M	Sell	863,629 -210,757	-20%	-$12M	0.23%	70
2025 Q2	$66.2M	Sell	1,074,386 -258,389	-19%	-$13.3M	0.34%	60
2025 Q1	$58.3M	Sell	1,332,775 -402,787	-23%	-$22.3M	0.28%	65
2024 Q4	$109M	Sell	1,735,562 -285,541	-14%	-$17.8M	0.49%	43
2024 Q3	$133M	Sell	2,021,103 -90,009	-4%	-$5.84M	0.61%	38
2024 Q2	$126M	Buy	2,111,112 +68,908	+3%	+$4.21M	0.6%	39
2024 Q1	$127M	Buy	2,042,204 +657,835	+48%	+$41.1M	0.59%	39
2023 Q4	$86.3M	Buy	1,384,369 +383,828	+38%	+$21.9M	0.44%	45
2023 Q3	$56.3M	Sell	1,000,541 -41,708	-4%	-$2.02M	0.3%	62
2023 Q2	$47.5M	Sell	1,042,249 -6,656	-0.6%	-$294K	0.25%	70
2023 Q1	$42.9M	Buy	1,048,905 +522,980	+99%	+$22.2M	0.23%	71
2022 Q4	$20.3M	Buy	+525,925	New	+$19.7M	0.11%	78

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

Mawer Investment Management's DFIN Position: Q1 2026 in Review

Mawer Investment Management reduced its Donnelley Financial Solutions (DFIN) stake by 51% in Q1 2026, selling an estimated $21.4M and leaving 423,704 shares worth $20M. The position accounts for 0.13% of the portfolio, ranked #84.

Mawer Investment Management first reported a position in DFIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $133M in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Mawer Investment Management held 423,704 shares of Donnelley Financial Solutions worth $20M as of Q1 2026.
Mawer Investment Management sold 435,861 Donnelley Financial Solutions shares in Q1 2026, an estimated $21.4M.
Donnelley Financial Solutions made up 0.13% of Mawer Investment Management's portfolio in Q1 2026, its #84 holding.
Mawer Investment Management first reported a position in Donnelley Financial Solutions in Q4 2022 and has held it in 14 quarters since.
Mawer Investment Management's Donnelley Financial Solutions position peaked at $133M in Q3 2024.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.