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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
Q2 		$9.27K Hold
221
– – ﹤0.01% 584
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 $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

WealthCollab's DFIN Position: Q2 2026 in Review

WealthCollab held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 221 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

WealthCollab first reported a position in DFIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4K in Q2 2025. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • WealthCollab held 221 shares of Donnelley Financial Solutions worth $9.27K as of Q2 2026.
  • WealthCollab left its Donnelley Financial Solutions share count unchanged in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #584 holding.
  • WealthCollab first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Donnelley Financial Solutions position peaked at $15.4K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.