Trust Company of Vermont’s Donnelley Financial Solutions DFIN Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-4	Closed	-$206	–	1143
2025 Q3	$206	Hold	4	–	–	﹤0.01%	1073
2025 Q2	$247	Hold	4	–	–	﹤0.01%	1056
2025 Q1	$175	Hold	4	–	–	﹤0.01%	1005
2024 Q4	$251	Hold	4	–	–	﹤0.01%	1022
2024 Q3	$263	Hold	4	–	–	﹤0.01%	1013
2024 Q2	$238	Hold	4	–	–	﹤0.01%	874
2024 Q1	$248	Hold	4	–	–	﹤0.01%	827
2023 Q4	$249	Buy	+4	New	+$228	﹤0.01%	751
2020 Q4	–	Sell	-6	Closed	–	–	757
2020 Q3	$0	Hold	6	–	–	﹤0.01%	753
2020 Q2	$0	Hold	6	–	–	﹤0.01%	779
2020 Q1	$0	Hold	6	–	–	﹤0.01%	885
2019 Q4	$0	Buy	+6	New	+$63	﹤0.01%	928
2017 Q2	–	Sell	-131	Closed	-$3K	–	985
2017 Q1	$3K	Sell	131 -164	-56%	-$3.69K	﹤0.01%	804
2016 Q4	$7K	Buy	+295	New	+$6.25K	﹤0.01%	739

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Trust Company of Vermont's DFIN Position: Q4 2025 in Review

Trust Company of Vermont sold out of Donnelley Financial Solutions (DFIN) in Q4 2025, closing a stake of 4 shares — an estimated $206 sold.

Trust Company of Vermont first reported a position in DFIN in Q4 2016 and held it in 14 quarters. The position peaked at $7K in Q4 2016. 236 funds tracked by Wall St. Rank hold DFIN as of Q4 2025.

Trust Company of Vermont reported no remaining Donnelley Financial Solutions position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 4 Donnelley Financial Solutions shares in Q4 2025, an estimated $206.
Trust Company of Vermont first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 14 quarters.
Trust Company of Vermont's Donnelley Financial Solutions position peaked at $7K in Q4 2016.
236 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.