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Rothschild Investment LLC’s Donnelley Financial Solutions DFIN Stock Holding History

Rothschild Investment LLC’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 		$6.67K Buy
159
+65
+69% +$2.83K ﹤0.01% 2118
2026
Q1 		$4.43K Buy
94
+49
+109% +$2.4K ﹤0.01% 2117
2025
Q4 		$2.1K Hold
45
– – ﹤0.01% 2341
2025
Q3 		$2.31K Sell
45
-20
-31% -$1.14K ﹤0.01% 2144
2025
Q2 		$4.01K Buy
65
+55
+550% +$2.83K ﹤0.01% 1616
2025
Q1 		$437 Sell
10
-25
-71% -$1.38K ﹤0.01% 2662
2024
Q4 		$2.2K Sell
35
-30
-46% -$1.87K ﹤0.01% 1747
2024
Q3 		$4.28K Buy
65
+10
+18% +$649 ﹤0.01% 1359
2024
Q2 		$3.28K Buy
55
+50
+1,000% +$3.05K ﹤0.01% 1268
2024
Q1 		$310 Buy
+5
New +$313 ﹤0.01% 1546

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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's DFIN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Donnelley Financial Solutions (DFIN) stake by 69% in Q2 2026, buying an estimated $2.83K and bringing the position to 159 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Rothschild Investment LLC first reported a position in DFIN in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Rothschild Investment LLC held 159 shares of Donnelley Financial Solutions worth $6.67K as of Q2 2026.
  • Rothschild Investment LLC bought 65 Donnelley Financial Solutions shares in Q2 2026, an estimated $2.83K.
  • Donnelley Financial Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2118 holding.
  • Rothschild Investment LLC first reported a position in Donnelley Financial Solutions in Q1 2024 and has held it in 10 quarters since.
  • 95 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.