DFIN β€” Donnely Financial

Ownership history in Bridge City Capital, LLC  Β·  9 quarters on record

AI Ownership Summary

Bridge City Capital, LLC reported Donnely Financial (DFIN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q3. The latest visible filing shows DFIN at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge City Capital, LLC's position in Donnely Financial, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFIN was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bridge City Capital, LLC held DFIN β€” position size vs. price
% of Fund (quarterly)    DFIN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57,333 -7,024 -10.9% 0.79% $2.7M 2026-02-14 (Est.) $39.12
2025 Q3 ADDED 64,357 +16,698 +35.0% 0.88% $3.3M 2025-11-12 $46.62
2025 Q2 ADDED 47,659 +136 +0.3% 0.82% $2.9M 2025-08-13 $57.90
2025 Q1 REDUCED 47,523 -637 -1.3% 0.62% $2.1M 2025-04-14 $41.15
2024 Q4 ADDED 48,160 +17,463 +56.9% 0.80% $3.0M 2025-02-11 $66.68
2024 Q3 ADDED 30,697 +23,757 +342.3% 0.56% $2.0M 2024-11-14 $60.93
2024 Q2 ADDED 6,940 +935 +15.6% 0.14% $414K 2024-08-13 $63.61
2024 Q1 ADDED 6,005 +912 +17.9% 0.14% $372K 2024-04-12 $62.15
2023 Q4 INITIATED 5,093 β€” β€” 0.12% $318K 2024-02-13 $61.99

FAQ About Bridge City Capital, LLC and DFIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridge City Capital, LLC reported owning DFIN?

Bridge City Capital, LLC reported DFIN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIN position in Bridge City Capital, LLC's portfolio?

The largest reported portfolio weight for DFIN was 0.88% in 2025 Q3.

What is the latest reported DFIN position on this page?

The most recent filing on this page is 2025 Q4, when Bridge City Capital, LLC reported 57,333 shares, equal to 0.79% of portfolio, with an estimated market value of $2.7M.

What does the chart on this DFIN ownership page compare?

The chart compares Bridge City Capital, LLC's quarterly DFIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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