Vise Technologies’s Donnelley Financial Solutions DFIN Stock Holding History

Vise Technologies’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	$209K	Buy	+4,421	New	+$213K	﹤0.01%	1954

Other funds holding DFIN

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Vise Technologies's DFIN Position: Q3 2026 in Review

Vise Technologies opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2026: 4,421 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1954 among its holdings.

72 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Vise Technologies held 4,421 shares of Donnelley Financial Solutions worth $209K as of Q3 2026.
Donnelley Financial Solutions was a new Vise Technologies position in Q3 2026.
Donnelley Financial Solutions made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1954 holding.
72 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.