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Pathstone Holdings’s
Donnelley Financial Solutions
DFIN
Stock Holding History
Pathstone Holdings’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
$833K
Buy
17,678
+5,941
+51%
+$291K
﹤0.01%
1496
2025
Q4
$548K
Sell
11,737
-7,458
-39%
-$361K
﹤0.01%
1716
2025
Q3
$987K
Buy
19,195
+1,282
+7%
+$73.1K
﹤0.01%
1434
2025
Q2
$1.1M
Buy
17,913
+161
+0.9%
+$8.3K
﹤0.01%
1338
2025
Q1
$780K
Buy
17,752
+1,724
+11%
+$95.5K
﹤0.01%
1505
2024
Q4
$1.01M
Sell
16,028
-1,174
-7%
-$73.2K
﹤0.01%
1368
2024
Q3
$1.13M
Buy
17,202
+87
+0.5%
+$5.65K
0.01%
1299
2024
Q2
$1.02M
Buy
17,115
+822
+5%
+$50.2K
﹤0.01%
1318
2024
Q1
$1.01M
Sell
16,293
-129
-0.8%
-$8.07K
﹤0.01%
1279
2023
Q4
$1.02M
Buy
+16,422
New
+$936K
0.01%
1065
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$481B AUM
30.42%
1-Year Est. Return
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Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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