Steward Partners Investment Advisory’s Donnelley Financial Solutions DFIN Stock Holding History

Steward Partners Investment Advisory’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
2024 Q4	–	Sell	-12	Closed	-$790	–	4002
2024 Q3	$790	Hold	12	–	–	﹤0.01%	3552
2024 Q2	$715	Hold	12	–	–	﹤0.01%	3430
2024 Q1	$744	Hold	12	–	–	﹤0.01%	3397
2023 Q4	$748	Hold	12	–	–	﹤0.01%	3329
2023 Q3	$675	Hold	12	–	–	﹤0.01%	3232
2023 Q2	$546	Buy	+12	New	+$529	﹤0.01%	3188
2021 Q1	–	Sell	-137	Closed	-$2K	–	3435
2020 Q4	$2K	Hold	137	–	–	﹤0.01%	2692
2020 Q3	$2K	Hold	137	–	–	﹤0.01%	2562
2020 Q2	$1K	Hold	137	–	–	﹤0.01%	2556
2020 Q1	$0	Hold	137	–	–	﹤0.01%	2532
2019 Q4	$1K	Hold	137	–	–	﹤0.01%	2498
2019 Q3	$1K	Hold	137	–	–	﹤0.01%	2512
2019 Q2	$1K	Buy	+137	New	+$1.93K	﹤0.01%	2518
2018 Q3	–	Sell	-19	Closed	–	–	2609
2018 Q2	$0	Buy	+19	New	+$327	﹤0.01%	2465
2017 Q4	–	Sell	-15	Closed	–	–	1880
2017 Q3	$0	Hold	15	–	–	﹤0.01%	1687
2017 Q2	$0	Hold	15	–	–	﹤0.01%	1635
2017 Q1	$0	Hold	15	–	–	﹤0.01%	1520
2016 Q4	$0	Buy	+15	New	+$318	﹤0.01%	867

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Steward Partners Investment Advisory's DFIN Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 12 shares — an estimated $790 sold.

Steward Partners Investment Advisory first reported a position in DFIN in Q4 2016 and held it in 18 quarters. The position peaked at $2K in Q4 2020. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 12 Donnelley Financial Solutions shares in Q4 2024, an estimated $790.
Steward Partners Investment Advisory first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 18 quarters.
Steward Partners Investment Advisory's Donnelley Financial Solutions position peaked at $2K in Q4 2020.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.