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Root Financial Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Root Financial Partners’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
Q1 		$3.06K Buy
65
+40
+160% +$1.96K ﹤0.01% 2145
2025
Q4 		$1.17K Hold
25
– – ﹤0.01% 2077
2025
Q3 		$1.29K Buy
+25
New +$1.43K ﹤0.01% 2020

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Root Financial Partners's DFIN Position: Q1 2026 in Review

Root Financial Partners increased its Donnelley Financial Solutions (DFIN) stake by 160% in Q1 2026, buying an estimated $1.96K and bringing the position to 65 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Root Financial Partners first reported a position in DFIN in Q3 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Root Financial Partners held 65 shares of Donnelley Financial Solutions worth $3.06K as of Q1 2026.
  • Root Financial Partners bought 40 Donnelley Financial Solutions shares in Q1 2026, an estimated $1.96K.
  • Donnelley Financial Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2145 holding.
  • Root Financial Partners first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.