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TPCW
TD Private Client Wealth’s
Donnelley Financial Solutions
DFIN
Stock Holding History
TD Private Client 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
2026
Q1
$35.5K
Buy
753
+457
+154%
+$22.4K
﹤0.01%
928
2025
Q4
$13.8K
Hold
296
–
–
﹤0.01%
1060
2025
Q3
$15.2K
Sell
296
-235
-44%
-$13.4K
﹤0.01%
1025
2025
Q2
$32.7K
Hold
531
–
–
﹤0.01%
912
2025
Q1
$23.2K
Hold
531
–
–
﹤0.01%
925
2024
Q4
$33.3K
Buy
531
+17
+3%
+$1.06K
﹤0.01%
892
2024
Q3
$33.8K
Buy
514
+164
+47%
+$10.6K
﹤0.01%
901
2024
Q2
$20.9K
Hold
350
–
–
﹤0.01%
945
2024
Q1
$21.7K
Buy
350
+71
+25%
+$4.44K
﹤0.01%
940
2023
Q4
$17.4K
Hold
279
–
–
﹤0.01%
967
2023
Q3
$15.7K
Sell
279
-163
-37%
-$7.91K
﹤0.01%
969
2023
Q2
$20.1K
Hold
442
–
–
﹤0.01%
945
2023
Q1
$18.1K
Sell
442
-195
-31%
-$8.29K
﹤0.01%
963
2022
Q4
$24.6K
Hold
637
–
–
﹤0.01%
884
2022
Q3
$23.6K
Hold
637
–
–
﹤0.01%
880
2022
Q2
$18.7K
Buy
637
+163
+34%
+$4.84K
﹤0.01%
932
2022
Q1
$15.8K
Buy
+474
New
+$16.9K
﹤0.01%
981
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$5.7T AUM
30.48%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton, Alberta, Canada
$16.2B 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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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