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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
Q2 		– Sell
-65
Closed -$3.06K – 1106
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 $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

Root Financial Partners's DFIN Position: Q2 2026 in Review

Root Financial Partners sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 65 shares — an estimated $3.06K sold.

Root Financial Partners first reported a position in DFIN in Q3 2025 and held it in 3 quarters. The position peaked at $3.06K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Root Financial Partners reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 65 Donnelley Financial Solutions shares in Q2 2026, an estimated $3.06K.
  • Root Financial Partners first reported a position in Donnelley Financial Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Donnelley Financial Solutions position peaked at $3.06K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.