Salem Investment Counselors’s Donnelley Financial Solutions DFIN Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-603	Closed	-$25.3K	–	590
2026 Q2	$25.3K	Hold	603	–	–	﹤0.01%	730
2026 Q1	$28.4K	Buy	+603	New	+$29.6K	﹤0.01%	698
2025 Q4	–	Sell	-603	Closed	-$31K	–	579
2025 Q3	$31K	Hold	603	–	–	﹤0.01%	683
2025 Q2	$37.2K	Hold	603	–	–	﹤0.01%	635
2025 Q1	$26.4K	Hold	603	–	–	﹤0.01%	674
2024 Q4	$37.8K	Hold	603	–	–	﹤0.01%	626
2024 Q3	$39.7K	Hold	603	–	–	﹤0.01%	632
2024 Q2	$36K	Hold	603	–	–	﹤0.01%	630
2024 Q1	$37.4K	Hold	603	–	–	﹤0.01%	614
2023 Q4	$37.6K	Hold	603	–	–	﹤0.01%	599
2023 Q3	$33.9K	Hold	603	–	–	﹤0.01%	591
2023 Q2	$27.5K	Hold	603	–	–	﹤0.01%	634
2023 Q1	$24.6K	Hold	603	–	–	﹤0.01%	652
2022 Q4	$23.3K	Hold	603	–	–	﹤0.01%	637
2022 Q3	$22K	Hold	603	–	–	﹤0.01%	625
2022 Q2	$18K	Hold	603	–	–	﹤0.01%	675
2022 Q1	$20K	Hold	603	–	–	﹤0.01%	646
2021 Q4	$28K	Hold	603	–	–	﹤0.01%	654
2021 Q3	$21K	Hold	603	–	–	﹤0.01%	638
2021 Q2	$20K	Hold	603	–	–	﹤0.01%	621
2021 Q1	$17K	Buy	+603	New	+$14K	﹤0.01%	615

Other funds holding DFIN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Salem Investment Counselors's DFIN Position: Q3 2026 in Review

Salem Investment Counselors sold out of Donnelley Financial Solutions (DFIN) in Q3 2026, closing a stake of 603 shares — an estimated $25.3K sold.

Salem Investment Counselors first reported a position in DFIN in Q1 2021 and held it in 21 quarters. The position peaked at $39.7K in Q3 2024. 22 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Salem Investment Counselors reported no remaining Donnelley Financial Solutions position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 603 Donnelley Financial Solutions shares in Q3 2026, an estimated $25.3K.
Salem Investment Counselors first reported a position in Donnelley Financial Solutions in Q1 2021 and held it in 21 quarters.
Salem Investment Counselors's Donnelley Financial Solutions position peaked at $39.7K in Q3 2024.
22 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.