Allworth Financial
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Allworth Financial’s Information Services Group III Stock Holding History

Allworth Financial’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Buy
329
+136
+70% +$569 ﹤0.01% 4641
2026
Q1 		$742 Buy
193
+187
+3,117% +$920 ﹤0.01% 4647
2025
Q4 		$35 Buy
6
+2
+50% +$11 ﹤0.01% 4878
2025
Q3 		$23 Hold
4
– – ﹤0.01% 4816
2025
Q2 		$20 Buy
+4
New +$17 ﹤0.01% 4520

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Crawford Investment Counsel
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Allworth Financial's III Position: Q2 2026 in Review

Allworth Financial increased its Information Services Group (III) stake by 70% in Q2 2026, buying an estimated $569 and bringing the position to 329 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4641.

Allworth Financial first reported a position in III in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Allworth Financial held 329 shares of Information Services Group worth $1.35K as of Q2 2026.
  • Allworth Financial bought 136 Information Services Group shares in Q2 2026, an estimated $569.
  • Information Services Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4641 holding.
  • Allworth Financial first reported a position in Information Services Group in Q2 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.