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WealthCollab’s Donnelley Financial Solutions DFIN Stock Holding History

WealthCollab’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
Q1 		$10.4K Hold
221
– – ﹤0.01% 543
2025
Q4 		$10.3K Hold
221
– – ﹤0.01% 558
2025
Q3 		$11.4K Sell
221
-29
-12% -$1.65K 0.01% 497
2025
Q2 		$15.4K Buy
250
+42
+20% +$2.17K 0.01% 388
2025
Q1 		$9.09K Buy
208
+46
+28% +$2.55K 0.01% 482
2024
Q4 		$10.2K Hold
162
– – 0.01% 441
2024
Q3 		$10.7K Hold
162
– – 0.01% 448
2024
Q2 		$9.66K Hold
162
– – 0.01% 440
2024
Q1 		$10K Hold
162
– – 0.01% 429
2023
Q4 		$10.1K Buy
+162
New +$9.24K 0.01% 412

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WealthCollab's DFIN Position: Q1 2026 in Review

WealthCollab held its Donnelley Financial Solutions (DFIN) position steady in Q1 2026 at 221 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

WealthCollab first reported a position in DFIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4K in Q2 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • WealthCollab held 221 shares of Donnelley Financial Solutions worth $10.4K as of Q1 2026.
  • WealthCollab left its Donnelley Financial Solutions share count unchanged in Q1 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #543 holding.
  • WealthCollab first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Donnelley Financial Solutions position peaked at $15.4K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.