Westwood Holdings Group’s Donnelley Financial Solutions DFIN Stock Holding History

Westwood Holdings Group’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	$35.9M	Sell	761,163 -17,138	-2%	-$840K	0.26%	125
2025 Q4	$36.3M	Buy	778,301 +52,787	+7%	+$2.55M	0.3%	124
2025 Q3	$37.3M	Buy	725,514 +115,575	+19%	+$6.59M	0.27%	127
2025 Q2	$37.6M	Buy	+609,939	New	+$31.4M	0.27%	123

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group's DFIN Position: Q1 2026 in Review

Westwood Holdings Group reduced its Donnelley Financial Solutions (DFIN) stake by 2.2% in Q1 2026, selling an estimated $840K and leaving 761,163 shares worth $35.9M. The position accounts for 0.26% of the portfolio, ranked #125.

Westwood Holdings Group first reported a position in DFIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.6M in Q2 2025. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

Westwood Holdings Group held 761,163 shares of Donnelley Financial Solutions worth $35.9M as of Q1 2026.
Westwood Holdings Group sold 17,138 Donnelley Financial Solutions shares in Q1 2026, an estimated $840K.
Donnelley Financial Solutions made up 0.26% of Westwood Holdings Group's portfolio in Q1 2026, its #125 holding.
Westwood Holdings Group first reported a position in Donnelley Financial Solutions in Q2 2025 and has held it in 4 quarters since.
Westwood Holdings Group's Donnelley Financial Solutions position peaked at $37.6M in Q2 2025.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.