PFC
DFIN icon

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 Buy
+50,640
New +$3.16M 0.42% 97

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $14.7B AUM 12.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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 Q4 2024 and held it in 1 quarter. 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 Q4 2024 and held it in 1 quarter.
  • 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.