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Ritholtz Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Ritholtz Wealth Management’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 		$360K Sell
8,584
-1,369
-14% -$59.7K 0.01% 977
2026
Q1 		$469K Sell
9,953
-347
-3% -$17K 0.01% 814
2025
Q4 		$481K Sell
10,300
-210
-2% -$10.2K 0.01% 733
2025
Q3 		$541K Sell
10,510
-21
-0.2% -$1.2K 0.01% 660
2025
Q2 		$649K Sell
10,531
-2,885
-22% -$149K 0.01% 565
2025
Q1 		$586K Sell
13,416
-1,720
-11% -$95.2K 0.02% 550
2024
Q4 		$949K Sell
15,136
-278
-2% -$17.3K 0.03% 375
2024
Q3 		$1.01M Sell
15,414
-45
-0.3% -$2.92K 0.03% 367
2024
Q2 		$922K Sell
15,459
-571
-4% -$34.9K 0.03% 366
2024
Q1 		$994K Sell
16,030
-51
-0.3% -$3.19K 0.03% 360
2023
Q4 		$1M Sell
16,081
-523
-3% -$29.8K 0.04% 315
2023
Q3 		$934K Sell
16,604
-1,284
-7% -$62.3K 0.04% 301
2023
Q2 		$814K Buy
17,888
+2,395
+15% +$106K 0.04% 326
2023
Q1 		$633K Buy
15,493
+2,880
+23% +$122K 0.03% 353
2022
Q4 		$487K Buy
12,613
+3,550
+39% +$133K 0.03% 368
2022
Q3 		$335K Buy
9,063
+1,129
+14% +$42.3K 0.02% 511
2022
Q2 		$232K Sell
7,934
-884
-10% -$26.2K 0.01% 470
2022
Q1 		$293K Sell
8,818
-309
-3% -$11K 0.02% 421
2021
Q4 		$430K Sell
9,127
-1,006
-10% -$43.6K 0.03% 329
2021
Q3 		$351K Sell
10,133
-2,122
-17% -$70.1K 0.02% 343
2021
Q2 		$404K Buy
12,255
+1,868
+18% +$55.6K 0.03% 302
2021
Q1 		$289K Buy
+10,387
New +$240K 0.02% 315

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

Ritholtz Wealth Management's DFIN Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Donnelley Financial Solutions (DFIN) stake by 14% in Q2 2026, selling an estimated $59.7K and leaving 8,584 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #977.

Ritholtz Wealth Management first reported a position in DFIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.01M in Q3 2024. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Ritholtz Wealth Management held 8,584 shares of Donnelley Financial Solutions worth $360K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,369 Donnelley Financial Solutions shares in Q2 2026, an estimated $59.7K.
  • Donnelley Financial Solutions made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Ritholtz Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2021 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's Donnelley Financial Solutions position peaked at $1.01M in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.