Physician Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Physician Wealth Advisors’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 Q3	–	Sell	-18	Closed	-$1.11K	–	1943
2025 Q2	$1.11K	Sell	18 -4	-18%	-$206	﹤0.01%	1339
2025 Q1	$962	Buy	+22	New	+$1.22K	﹤0.01%	1100

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Physician Wealth Advisors's DFIN Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 18 shares — an estimated $1.11K sold.

Physician Wealth Advisors first reported a position in DFIN in Q1 2025 and held it in 2 quarters. The position peaked at $1.11K in Q2 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

Physician Wealth Advisors reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 18 Donnelley Financial Solutions shares in Q3 2025, an estimated $1.11K.
Physician Wealth Advisors first reported a position in Donnelley Financial Solutions in Q1 2025 and held it in 2 quarters.
Physician Wealth Advisors's Donnelley Financial Solutions position peaked at $1.11K in Q2 2025.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.