IP
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Isthmus Partners’s Photronics PLAB Stock Holding History

Isthmus Partners’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24M Buy
99,477
+7,864
+9% +$333K 0.31% 86
2026
Q1 		$3.7M Buy
91,613
+7,493
+9% +$271K 0.39% 63
2025
Q4 		$2.69M Buy
84,120
+57,959
+222% +$1.5M 0.3% 91
2025
Q3 		$600K Buy
+26,161
New +$559K 0.13% 71

Other funds holding PLAB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Isthmus Partners's PLAB Position: Q2 2026 in Review

Isthmus Partners increased its Photronics (PLAB) stake by 8.6% in Q2 2026, buying an estimated $333K and bringing the position to 99,477 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #86.

Isthmus Partners first reported a position in PLAB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.7M in Q1 2026. 92 funds tracked by Wall St. Rank hold PLAB as of Q2 2026.

  • Isthmus Partners held 99,477 shares of Photronics worth $3.24M as of Q2 2026.
  • Isthmus Partners bought 7,864 Photronics shares in Q2 2026, an estimated $333K.
  • Photronics made up 0.31% of Isthmus Partners's portfolio in Q2 2026, its #86 holding.
  • Isthmus Partners first reported a position in Photronics in Q3 2025 and has held it in 4 quarters since.
  • Isthmus Partners's Photronics position peaked at $3.7M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Photronics as of Q2 2026.

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