Truist Financial
DFIN icon

Truist Financial’s Donnelley Financial Solutions DFIN Stock Holding History

Truist Financial’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
Q3 		– Sell
-6,096
Closed -$376K – 2726
2025
Q2 		$376K Sell
6,096
-2,634
-30% -$136K ﹤0.01% 2095
2025
Q1 		$382K Buy
8,730
+1,848
+27% +$102K ﹤0.01% 2019
2024
Q4 		$432K Buy
+6,882
New +$429K ﹤0.01% 1963

Other funds holding DFIN

BlackRock
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
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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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 $12.2B AUM 12.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Truist Financial's DFIN Position: Q3 2025 in Review

Truist Financial sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 6,096 shares — an estimated $376K sold.

Truist Financial first reported a position in DFIN in Q4 2024 and held it in 3 quarters. The position peaked at $432K in Q4 2024. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

  • Truist Financial reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
  • Truist Financial sold 6,096 Donnelley Financial Solutions shares in Q3 2025, an estimated $376K.
  • Truist Financial first reported a position in Donnelley Financial Solutions in Q4 2024 and held it in 3 quarters.
  • Truist Financial's Donnelley Financial Solutions position peaked at $432K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.