Moran Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Moran Wealth 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 Q2	–	Sell	-45,493	Closed	-$2.14M	–	509
2026 Q1	$2.14M	Buy	45,493 +1,098	+2%	+$53.8K	0.07%	297
2025 Q4	$2.07M	Sell	44,395 -3,093	-7%	-$150K	0.06%	285
2025 Q3	$2.44M	Sell	47,488 -4,584	-9%	-$262K	0.07%	262
2025 Q2	$3.21M	Sell	52,072 -8,239	-14%	-$425K	0.1%	243
2025 Q1	$2.64M	Buy	+60,311	New	+$3.34M	0.09%	249

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Moran Wealth Management's DFIN Position: Q2 2026 in Review

Moran Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 45,493 shares — an estimated $2.14M sold.

Moran Wealth Management first reported a position in DFIN in Q1 2025 and held it in 5 quarters. The position peaked at $3.21M in Q2 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Moran Wealth Management reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 45,493 Donnelley Financial Solutions shares in Q2 2026, an estimated $2.14M.
Moran Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2025 and held it in 5 quarters.
Moran Wealth Management's Donnelley Financial Solutions position peaked at $3.21M in Q2 2025.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.