Rockefeller Capital Management
DFIN icon

Rockefeller Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History

Rockefeller Capital 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 		$58.1K Sell
1,386
-97
-7% -$4.23K ﹤0.01% 3296
2026
Q1 		$69.9K Sell
1,483
-10,229
-87% -$502K ﹤0.01% 3078
2025
Q4 		$547K Sell
11,712
-273,606
-96% -$13.2M ﹤0.01% 1855
2025
Q3 		$14.7M Sell
285,318
-38,153
-12% -$2.18M 0.03% 512
2025
Q2 		$19.9M Sell
323,471
-29,608
-8% -$1.53M 0.04% 380
2025
Q1 		$15.4M Sell
353,079
-288,602
-45% -$16M 0.04% 433
2024
Q4 		$40.3M Sell
641,681
-34,256
-5% -$2.14M 0.1% 193
2024
Q3 		$44.5M Sell
675,937
-26,332
-4% -$1.71M 0.12% 176
2024
Q2 		$41.9M Buy
702,269
+80,042
+13% +$4.89M 0.12% 172
2024
Q1 		$38.6M Sell
622,227
-14,975
-2% -$937K 0.11% 190
2023
Q4 		$39.7M Buy
637,202
+44,946
+8% +$2.56M 0.13% 169
2023
Q3 		$33.3M Buy
592,256
+4,505
+0.8% +$219K 0.13% 177
2023
Q2 		$26.8M Buy
587,751
+26,361
+5% +$1.16M 0.1% 205
2023
Q1 		$22.9M Buy
561,390
+534,572
+1,993% +$22.7M 0.1% 227
2022
Q4 		$1.03M Sell
26,818
-341,682
-93% -$12.8M 0.01% 991
2022
Q3 		$13.6M Buy
368,500
+368,470
+1,228,233% +$13.8M 0.07% 288
2022
Q2 		$0 Buy
+30
New +$890 ﹤0.01% 4158
2021
Q4 		– Sell
-79
Closed -$2K – 3810
2021
Q3 		$2K Buy
+79
New +$2.61K ﹤0.01% 3417

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

Rockefeller Capital Management's DFIN Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Donnelley Financial Solutions (DFIN) stake by 6.5% in Q2 2026, selling an estimated $4.23K and leaving 1,386 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Rockefeller Capital Management first reported a position in DFIN in Q3 2021 and has held it in 18 quarters since. The position peaked at $44.5M in Q3 2024. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Rockefeller Capital Management held 1,386 shares of Donnelley Financial Solutions worth $58.1K as of Q2 2026.
  • Rockefeller Capital Management sold 97 Donnelley Financial Solutions shares in Q2 2026, an estimated $4.23K.
  • Donnelley Financial Solutions made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3296 holding.
  • Rockefeller Capital Management first reported a position in Donnelley Financial Solutions in Q3 2021 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Donnelley Financial Solutions position peaked at $44.5M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.