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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
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

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

Isthmus Partners's DFIN Position: Q2 2026 in Review

Isthmus Partners increased its Donnelley Financial Solutions (DFIN) stake by 4.9% in Q2 2026, buying an estimated $155K and bringing the position to 76,464 shares worth $3.21M. The position accounts for 0.31% of the portfolio, ranked #87.

Isthmus Partners first reported a position in DFIN in Q3 2017 and has held it in 7 quarters since. The position peaked at $3.44M in Q1 2026. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Isthmus Partners held 76,464 shares of Donnelley Financial Solutions worth $3.21M as of Q2 2026.
  • Isthmus Partners bought 3,563 Donnelley Financial Solutions shares in Q2 2026, an estimated $155K.
  • Donnelley Financial Solutions made up 0.31% of Isthmus Partners's portfolio in Q2 2026, its #87 holding.
  • Isthmus Partners first reported a position in Donnelley Financial Solutions in Q3 2017 and has held it in 7 quarters since.
  • Isthmus Partners's Donnelley Financial Solutions position peaked at $3.44M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.