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Phocas Financial Corp’s Donnelley Financial Solutions DFIN Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-50,640
Closed -$3.18M – 149
2024
Q4 		$3.18M Sell
50,640
-462
-0.9% -$28.8K 0.42% 97
2024
Q3 		$3.36K Sell
51,102
-3,203
-6% -$208K 0.01% 125
2024
Q2 		$3.24K Buy
+54,305
New +$3.31M 0.01% 119

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Phocas Financial Corp's DFIN Position: Q1 2025 in Review

Phocas Financial Corp sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 50,640 shares — an estimated $3.18M sold.

Phocas Financial Corp first reported a position in DFIN in Q2 2024 and held it in 3 quarters. The position peaked at $3.18M in Q4 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

  • Phocas Financial Corp reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 50,640 Donnelley Financial Solutions shares in Q1 2025, an estimated $3.18M.
  • Phocas Financial Corp first reported a position in Donnelley Financial Solutions in Q2 2024 and held it in 3 quarters.
  • Phocas Financial Corp's Donnelley Financial Solutions position peaked at $3.18M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on Phocas Financial Corp's 13F filing for Q1 2025, filed 9 May 2025.