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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Toth Financial Advisory's DFIN Position: Q2 2026 in Review

Toth Financial Advisory held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 140 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Toth Financial Advisory first reported a position in DFIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.2K in Q3 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Toth Financial Advisory held 140 shares of Donnelley Financial Solutions worth $5.87K as of Q2 2026.
  • Toth Financial Advisory left its Donnelley Financial Solutions share count unchanged in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #637 holding.
  • Toth Financial Advisory first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Donnelley Financial Solutions position peaked at $7.2K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.