Moisand Fitzgerald Tamayo’s Donnelley Financial Solutions DFIN Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.31K	Hold	55	–	–	﹤0.01%	489
2026 Q1	$2.59K	Hold	55	–	–	﹤0.01%	458
2025 Q4	$2.57K	Hold	55	–	–	﹤0.01%	463
2025 Q3	$2.83K	Hold	55	–	–	﹤0.01%	482
2025 Q2	$3.39K	Hold	55	–	–	﹤0.01%	453
2025 Q1	$2.4K	Hold	55	–	–	﹤0.01%	488
2024 Q4	$3.45K	Hold	55	–	–	﹤0.01%	458
2024 Q3	$3.62K	Hold	55	–	–	﹤0.01%	466
2024 Q2	$3.28K	Hold	55	–	–	﹤0.01%	439
2024 Q1	$3.41K	Hold	55	–	–	﹤0.01%	431
2023 Q4	$3.43K	Sell	55 -73	-57%	-$4.16K	﹤0.01%	464
2023 Q3	$7.2K	Hold	128	–	–	﹤0.01%	378
2023 Q2	$5.83K	Hold	128	–	–	﹤0.01%	393
2023 Q1	$5.23K	Hold	128	–	–	﹤0.01%	415
2022 Q4	$4.95K	Buy	128 +4	+3%	+$150	﹤0.01%	417
2022 Q3	$5K	Buy	+124	New	+$4.65K	﹤0.01%	360

Other funds holding DFIN

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

WCM

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

YIH

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

SOADOR

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFIN Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 55 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Moisand Fitzgerald Tamayo first reported a position in DFIN in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.2K in Q3 2023. 30 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Moisand Fitzgerald Tamayo held 55 shares of Donnelley Financial Solutions worth $2.31K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Donnelley Financial Solutions share count unchanged in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #489 holding.
Moisand Fitzgerald Tamayo first reported a position in Donnelley Financial Solutions in Q3 2022 and has held it in 16 quarters since.
Moisand Fitzgerald Tamayo's Donnelley Financial Solutions position peaked at $7.2K in Q3 2023.
30 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.