Neumeier Poma Investment Counsel’s Donnelley Financial Solutions DFIN Stock Holding History

Neumeier Poma Investment Counsel’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
2025 Q3	–	Sell	-220,730	Closed	-$13.6M	–	42
2025 Q2	$13.6M	Sell	220,730 -54,350	-20%	-$2.8M	1.27%	34
2025 Q1	$12M	Sell	275,080 -48,000	-15%	-$2.66M	1.29%	33
2024 Q4	$20.3M	Sell	323,080 -5,945	-2%	-$371K	1.96%	24
2024 Q3	$21.7M	Sell	329,025 -33,185	-9%	-$2.15M	2.06%	25
2024 Q2	$21.6M	Buy	362,210 +110,845	+44%	+$6.77M	1.98%	26
2024 Q1	$15.6M	Buy	+251,365	New	+$15.7M	1.43%	31

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BTW

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Neumeier Poma Investment Counsel's DFIN Position: Q3 2025 in Review

Neumeier Poma Investment Counsel sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 220,730 shares — an estimated $13.6M sold.

Neumeier Poma Investment Counsel first reported a position in DFIN in Q1 2024 and held it in 6 quarters. The position peaked at $21.7M in Q3 2024. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

Neumeier Poma Investment Counsel reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 220,730 Donnelley Financial Solutions shares in Q3 2025, an estimated $13.6M.
Neumeier Poma Investment Counsel first reported a position in Donnelley Financial Solutions in Q1 2024 and held it in 6 quarters.
Neumeier Poma Investment Counsel's Donnelley Financial Solutions position peaked at $21.7M in Q3 2024.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Neumeier Poma Investment Counsel's 13F filing for Q3 2025, filed 12 Nov 2025.