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Basecamp Wealth Advisors’s Information Services Group III Stock Holding History

Basecamp Wealth 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
Q2 		$353 Buy
86
+10
+13% +$42 ﹤0.01% 1676
2026
Q1 		$292 Buy
+76
New +$374 ﹤0.01% 1825

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
HIM
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
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Basecamp Wealth Advisors's III Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Information Services Group (III) stake by 13% in Q2 2026, buying an estimated $42 and bringing the position to 86 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Basecamp Wealth Advisors first reported a position in III in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Basecamp Wealth Advisors held 86 shares of Information Services Group worth $353 as of Q2 2026.
  • Basecamp Wealth Advisors bought 10 Information Services Group shares in Q2 2026, an estimated $42.
  • Information Services Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1676 holding.
  • Basecamp Wealth Advisors first reported a position in Information Services Group in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.