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Toth Financial Advisory’s Donnelley Financial Solutions DFIN Stock Holding History

Toth Financial 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
Q3 		$6.61K Hold
140
– – ﹤0.01% 633
2026
Q2 		$5.87K Hold
140
– – ﹤0.01% 637
2026
Q1 		$6.6K Hold
140
– – ﹤0.01% 609
2025
Q4 		$6.54K Hold
140
– – ﹤0.01% 608
2025
Q3 		$7.2K Buy
+140
New +$7.99K ﹤0.01% 571

Other funds holding DFIN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Toth Financial Advisory's DFIN Position: Q3 2026 in Review

Toth Financial Advisory held its Donnelley Financial Solutions (DFIN) position steady in Q3 2026 at 140 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Toth Financial Advisory first reported a position in DFIN in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.2K in Q3 2025. 8 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

  • Toth Financial Advisory held 140 shares of Donnelley Financial Solutions worth $6.61K as of Q3 2026.
  • Toth Financial Advisory left its Donnelley Financial Solutions share count unchanged in Q3 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #633 holding.
  • Toth Financial Advisory first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Donnelley Financial Solutions position peaked at $7.2K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.