Isthmus Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Isthmus Partners’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	$3.61M	Buy	76,603 +139	+0.2%	+$6.68K	0.35%	75
2026 Q2	$3.21M	Buy	76,464 +3,563	+5%	+$155K	0.31%	87
2026 Q1	$3.44M	Buy	72,901 +1,808	+3%	+$88.7K	0.36%	70
2025 Q4	$3.32M	Buy	71,093 +12,679	+22%	+$613K	0.37%	72
2025 Q3	$3K	Buy	58,414 +3,427	+6%	+$196K	﹤0.01%	163
2025 Q2	$3.39M	Buy	54,987 +21,700	+65%	+$1.12M	0.4%	69
2025 Q1	$1.45M	Buy	+33,287	New	+$1.84M	0.18%	104
2017 Q4	–	Sell	-50	Closed	-$1K	–	299
2017 Q3	$1K	Buy	+50	New	+$1.08K	﹤0.01%	303

Other funds holding DFIN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Isthmus Partners's DFIN Position: Q3 2026 in Review

Isthmus Partners increased its Donnelley Financial Solutions (DFIN) stake by 0.18% in Q3 2026, buying an estimated $6.68K and bringing the position to 76,603 shares worth $3.61M. The position accounts for 0.35% of the portfolio, ranked #75.

Isthmus Partners first reported a position in DFIN in Q3 2017 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Isthmus Partners held 76,603 shares of Donnelley Financial Solutions worth $3.61M as of Q3 2026.
Isthmus Partners bought 139 Donnelley Financial Solutions shares in Q3 2026, an estimated $6.68K.
Donnelley Financial Solutions made up 0.35% of Isthmus Partners's portfolio in Q3 2026, its #75 holding.
Isthmus Partners first reported a position in Donnelley Financial Solutions in Q3 2017 and has held it in 8 quarters since.
120 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.