Atlas Capital Advisors’s Information Services Group III Stock Holding History

Atlas Capital Advisors’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	$83.7K	Hold	2,597	–	–	0.01%	566
2025 Q4	$114K	Buy	+2,597	New	+$14.6K	0.01%	511
2025 Q2	$254K	Hold	4,497	–	–	0.03%	362
2025 Q1	$210K	Hold	4,497	–	–	0.03%	394
2024 Q4	$201K	Sell	4,497 -2,165	-32%	-$7.24K	0.03%	385
2024 Q3	$295K	Hold	6,662	–	–	0.04%	315
2024 Q2	$258K	Hold	6,662	–	–	0.03%	343
2024 Q1	$236K	Hold	6,662	–	–	0.04%	341
2023 Q4	$205K	Buy	+6,662	New	+$29.1K	0.03%	368

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

Atlas Capital Advisors's III Position: Q1 2026 in Review

Atlas Capital Advisors held its Information Services Group (III) position steady in Q1 2026 at 2,597 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #566.

Atlas Capital Advisors first reported a position in III in Q4 2023 and has held it in 9 quarters since. The position peaked at $295K in Q3 2024. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Atlas Capital Advisors held 2,597 shares of Information Services Group worth $83.7K as of Q1 2026.
Atlas Capital Advisors left its Information Services Group share count unchanged in Q1 2026.
Information Services Group made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #566 holding.
Atlas Capital Advisors first reported a position in Information Services Group in Q4 2023 and has held it in 9 quarters since.
Atlas Capital Advisors's Information Services Group position peaked at $295K in Q3 2024.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.