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SVB Wealth’s Donnelley Financial Solutions DFIN Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,116
Closed -$48.8K – 803
2025
Q1 		$48.8K Buy
+1,116
New +$61.8K ﹤0.01% 548

Other funds holding DFIN

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 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 $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's DFIN Position: Q2 2025 in Review

SVB Wealth sold out of Donnelley Financial Solutions (DFIN) in Q2 2025, closing a stake of 1,116 shares — an estimated $48.8K sold.

SVB Wealth first reported a position in DFIN in Q1 2025 and held it in 1 quarter. The position peaked at $48.8K in Q1 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q2 2025.

  • SVB Wealth reported no remaining Donnelley Financial Solutions position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,116 Donnelley Financial Solutions shares in Q2 2025, an estimated $48.8K.
  • SVB Wealth first reported a position in Donnelley Financial Solutions in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Donnelley Financial Solutions position peaked at $48.8K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.