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Twin Peaks Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-72
Closed -$3.39K – 727
2026
Q1 		$3.39K Buy
+72
New +$3.53K ﹤0.01% 1536
2025
Q3 		– Sell
-1
Closed -$56 – 652
2025
Q2 		$56 Buy
+1
New +$52 ﹤0.01% 2182

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

Twin Peaks Wealth Advisors's DFIN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Donnelley Financial Solutions (DFIN) in Q2 2026, closing a stake of 72 shares — an estimated $3.39K sold.

Twin Peaks Wealth Advisors first reported a position in DFIN in Q2 2025 and held it in 2 quarters. The position peaked at $3.39K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Donnelley Financial Solutions position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 72 Donnelley Financial Solutions shares in Q2 2026, an estimated $3.39K.
  • Twin Peaks Wealth Advisors first reported a position in Donnelley Financial Solutions in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Donnelley Financial Solutions position peaked at $3.39K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.