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Principal Securities’s Donnelley Financial Solutions DFIN Stock Holding History

Principal Securities’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
Q4 		– Sell
-134
Closed -$6.89K – 1858
2025
Q3 		$6.89K Sell
134
-1,338
-91% -$76.3K ﹤0.01% 2858
2025
Q2 		$90.7K Buy
1,472
+457
+45% +$23.6K ﹤0.01% 1586
2025
Q1 		$63.7K Hold
1,015
– – ﹤0.01% 1648
2024
Q4 		$63.7K Buy
1,015
+953
+1,537% +$59.4K ﹤0.01% 1647
2024
Q3 		$4.08K Buy
62
+45
+265% +$2.92K ﹤0.01% 2743
2024
Q2 		$1.01K Hold
17
– – ﹤0.01% 3067
2024
Q1 		$1.05K Hold
17
– – ﹤0.01% 3030
2023
Q4 		$1.06K Buy
+17
New +$969 ﹤0.01% 2943

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
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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Principal Securities's DFIN Position: Q4 2025 in Review

Principal Securities sold out of Donnelley Financial Solutions (DFIN) in Q4 2025, closing a stake of 134 shares — an estimated $6.89K sold.

Principal Securities first reported a position in DFIN in Q4 2023 and held it in 8 quarters. The position peaked at $90.7K in Q2 2025. 236 funds tracked by Wall St. Rank hold DFIN as of Q4 2025.

  • Principal Securities reported no remaining Donnelley Financial Solutions position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 134 Donnelley Financial Solutions shares in Q4 2025, an estimated $6.89K.
  • Principal Securities first reported a position in Donnelley Financial Solutions in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Donnelley Financial Solutions position peaked at $90.7K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.