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Sunbelt Securities’s Donnelley Financial Solutions DFIN Stock Holding History

Sunbelt Securities’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
Q1 		$660 Hold
14
– – ﹤0.01% 2209
2025
Q4 		$654 Hold
14
– – ﹤0.01% 2170
2025
Q3 		$720 Buy
+14
New +$799 ﹤0.01% 2130

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Sunbelt Securities's DFIN Position: Q1 2026 in Review

Sunbelt Securities held its Donnelley Financial Solutions (DFIN) position steady in Q1 2026 at 14 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Sunbelt Securities first reported a position in DFIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $720 in Q3 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Sunbelt Securities held 14 shares of Donnelley Financial Solutions worth $660 as of Q1 2026.
  • Sunbelt Securities left its Donnelley Financial Solutions share count unchanged in Q1 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2209 holding.
  • Sunbelt Securities first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Donnelley Financial Solutions position peaked at $720 in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.