Sound Income Strategies’s Donnelley Financial Solutions DFIN Stock Holding History

Sound Income Strategies’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	-332	Closed	-$15.3K	–	932
2026 Q1	$15.3K	Buy	332 +147	+79%	+$7.21K	﹤0.01%	1305
2025 Q4	$10.2K	Buy	+185	New	+$8.95K	﹤0.01%	1455
2022 Q3	–	Sell	-15	Closed	–	–	898
2022 Q2	$0	Hold	15	–	–	﹤0.01%	899
2022 Q1	$0	Hold	15	–	–	﹤0.01%	886
2021 Q4	$1K	Buy	+15	New	+$650	﹤0.01%	762

Other funds holding DFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sound Income Strategies's DFIN Position: Q2 2026 in Review

Sound Income Strategies sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 332 shares — an estimated $15.3K sold.

Sound Income Strategies first reported a position in DFIN in Q4 2021 and held it in 5 quarters. The position peaked at $15.3K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Sound Income Strategies reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 332 Donnelley Financial Solutions shares in Q2 2026, an estimated $15.3K.
Sound Income Strategies first reported a position in Donnelley Financial Solutions in Q4 2021 and held it in 5 quarters.
Sound Income Strategies's Donnelley Financial Solutions position peaked at $15.3K in Q1 2026.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.