Capital Management’s Information Services Group III Stock Holding History

Capital Management’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 Q3	$1.48M	Buy	+267,014	New	+$1.26M	0.22%	47

Other funds holding III

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Capital Management's III Position: Q3 2026 in Review

Capital Management opened a new position in Information Services Group (III) in Q3 2026: 267,014 shares worth $1.48M. The stake represents 0.22% of the portfolio and ranks #47 among its holdings.

39 funds tracked by Wall St. Rank hold III as of Q3 2026.

Capital Management held 267,014 shares of Information Services Group worth $1.48M as of Q3 2026.
Information Services Group was a new Capital Management position in Q3 2026.
Information Services Group made up 0.22% of Capital Management's portfolio in Q3 2026, its #47 holding.
39 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.