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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
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 $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Allworth Financial's III Position: Q1 2026 in Review

Allworth Financial increased its Information Services Group (III) stake by 3,117% in Q1 2026, buying an estimated $920 and bringing the position to 193 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

Allworth Financial first reported a position in III in Q2 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Allworth Financial held 193 shares of Information Services Group worth $742 as of Q1 2026.
  • Allworth Financial bought 187 Information Services Group shares in Q1 2026, an estimated $920.
  • Information Services Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4647 holding.
  • Allworth Financial first reported a position in Information Services Group in Q2 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.