Pathstone Family Office’s Donnelley Financial Solutions DFIN Stock Holding History

Pathstone Family Office’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
2023 Q3	$337K	Buy	+5,995	New	+$291K	﹤0.01%	1242

Other funds holding DFIN

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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

RHJA

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pathstone Family Office's DFIN Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2023: 5,995 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings.

213 funds tracked by Wall St. Rank hold DFIN as of Q3 2023.

Pathstone Family Office held 5,995 shares of Donnelley Financial Solutions worth $337K as of Q3 2023.
Donnelley Financial Solutions was a new Pathstone Family Office position in Q3 2023.
Donnelley Financial Solutions made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1242 holding.
213 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.