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Optima Capital’s Donnelley Financial Solutions DFIN Stock Holding History

Optima Capital’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 		– Sell
-12
Closed -$560 – 441
2025
Q4 		$560 Buy
+12
New +$580 ﹤0.01% 1140

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State Street
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VCM
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Morgan Stanley
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
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

Optima Capital's DFIN Position: Q1 2026 in Review

Optima Capital sold out of Donnelley Financial Solutions (DFIN) in Q1 2026, closing a stake of 12 shares — an estimated $560 sold.

Optima Capital first reported a position in DFIN in Q4 2025 and held it in 1 quarter. The position peaked at $560 in Q4 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Optima Capital reported no remaining Donnelley Financial Solutions position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 12 Donnelley Financial Solutions shares in Q1 2026, an estimated $560.
  • Optima Capital first reported a position in Donnelley Financial Solutions in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Donnelley Financial Solutions position peaked at $560 in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.