Stifel Financial
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Stifel Financial’s Donnelley Financial Solutions DFIN Stock Holding History

Stifel Financial’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
2025
Q3 		– Sell
-11,536
Closed -$711K – 3564
2025
Q2 		$711K Sell
11,536
-647
-5% -$33.4K ﹤0.01% 2551
2025
Q1 		$533K Buy
12,183
+1,501
+14% +$83.1K ﹤0.01% 2641
2024
Q4 		$670K Sell
10,682
-409
-4% -$25.5K ﹤0.01% 2506
2024
Q3 		$730K Buy
11,091
+5,759
+108% +$374K ﹤0.01% 2437
2024
Q2 		$318K Sell
5,332
-2,155
-29% -$132K ﹤0.01% 2888
2024
Q1 		$464K Sell
7,487
-244
-3% -$15.3K ﹤0.01% 2658
2023
Q4 		$482K Sell
7,731
-842
-10% -$48K ﹤0.01% 2581
2023
Q3 		$482K Sell
8,573
-2,778
-24% -$135K ﹤0.01% 2510
2023
Q2 		$517K Sell
11,351
-249
-2% -$11K ﹤0.01% 2501
2023
Q1 		$474K Sell
11,600
-2,300
-17% -$97.8K ﹤0.01% 2544
2022
Q4 		$537K Sell
13,900
-400
-3% -$15K ﹤0.01% 2428
2022
Q3 		$529K Sell
14,300
-3,050
-18% -$114K ﹤0.01% 2401
2022
Q2 		$508K Sell
17,350
-2,971
-15% -$88.2K ﹤0.01% 2456
2022
Q1 		$676K Buy
20,321
+4,322
+27% +$154K ﹤0.01% 2395
2021
Q4 		$754K Buy
+15,999
New +$694K ﹤0.01% 2325

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Stifel Financial's DFIN Position: Q3 2025 in Review

Stifel Financial sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 11,536 shares — an estimated $711K sold.

Stifel Financial first reported a position in DFIN in Q4 2021 and held it in 15 quarters. The position peaked at $754K in Q4 2021. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

  • Stifel Financial reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 11,536 Donnelley Financial Solutions shares in Q3 2025, an estimated $711K.
  • Stifel Financial first reported a position in Donnelley Financial Solutions in Q4 2021 and held it in 15 quarters.
  • Stifel Financial's Donnelley Financial Solutions position peaked at $754K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.