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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
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

Isthmus Partners's DFIN Position: Q1 2026 in Review

Isthmus Partners increased its Donnelley Financial Solutions (DFIN) stake by 2.5% in Q1 2026, buying an estimated $88.7K and bringing the position to 72,901 shares worth $3.44M. The position accounts for 0.36% of the portfolio, ranked #70.

Isthmus Partners first reported a position in DFIN in Q3 2017 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold DFIN as of Q1 2026.

  • Isthmus Partners held 72,901 shares of Donnelley Financial Solutions worth $3.44M as of Q1 2026.
  • Isthmus Partners bought 1,808 Donnelley Financial Solutions shares in Q1 2026, an estimated $88.7K.
  • Donnelley Financial Solutions made up 0.36% of Isthmus Partners's portfolio in Q1 2026, its #70 holding.
  • Isthmus Partners first reported a position in Donnelley Financial Solutions in Q3 2017 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2026.

Based on Isthmus Partners's 13F filing for Q1 2026, filed 30 Apr 2026.