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Pinnacle Wealth Planning Services’s Donnelley Financial Solutions DFIN Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$21.6K Sell
516
-531
-51% -$23.1K ﹤0.01% 1743
2026
Q1 		$49.4K Buy
1,047
+245
+31% +$12K 0.01% 1213
2025
Q4 		$37.4K Buy
+802
New +$38.8K ﹤0.01% 1390
2021
Q1 		– Sell
-450
Closed -$7K – 764
2020
Q4 		$7K Buy
+450
New +$6.96K ﹤0.01% 1511

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's DFIN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Donnelley Financial Solutions (DFIN) stake by 51% in Q2 2026, selling an estimated $23.1K and leaving 516 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Pinnacle Wealth Planning Services first reported a position in DFIN in Q4 2020 and has held it in 4 quarters since. The position peaked at $49.4K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 516 shares of Donnelley Financial Solutions worth $21.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 531 Donnelley Financial Solutions shares in Q2 2026, an estimated $23.1K.
  • Donnelley Financial Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1743 holding.
  • Pinnacle Wealth Planning Services first reported a position in Donnelley Financial Solutions in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Donnelley Financial Solutions position peaked at $49.4K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.