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
2026 Q2	$250K	Buy	+5,955	New	+$260K	﹤0.01%	2108
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's DFIN Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 5,955 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in DFIN as recently as Q3 2024.

Steward Partners Investment Advisory first reported a position in DFIN in Q4 2016 and has held it in 19 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

Steward Partners Investment Advisory held 5,955 shares of Donnelley Financial Solutions worth $250K as of Q2 2026.
Donnelley Financial Solutions was a new Steward Partners Investment Advisory position in Q2 2026.
Donnelley Financial Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2108 holding.
Steward Partners Investment Advisory first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 19 quarters since.
246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.