CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Information Services Group III Stock Holding History

CAPTRUST Financial 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 		$727K Buy
176,945
+1,547
+0.9% +$6.47K ﹤0.01% 1929
2026
Q1 		$674K Sell
175,398
-12,932
-7% -$63.6K ﹤0.01% 1833
2025
Q4 		$1.09M Sell
188,330
-37,270
-17% -$209K ﹤0.01% 1455
2025
Q3 		$1.3M Sell
225,600
-14,664
-6% -$72.9K ﹤0.01% 1287
2025
Q2 		$1.15M Sell
240,264
-8,914
-4% -$38.4K ﹤0.01% 1269
2025
Q1 		$974K Sell
249,178
-10,423
-4% -$34.2K ﹤0.01% 1290
2024
Q4 		$867K Buy
259,601
+257
+0.1% +$859 ﹤0.01% 1300
2024
Q3 		$856K Buy
259,344
+1,111
+0.4% +$3.64K ﹤0.01% 1281
2024
Q2 		$759K Buy
258,233
+21,747
+9% +$73.1K ﹤0.01% 1302
2024
Q1 		$955K Buy
236,486
+202,322
+592% +$877K ﹤0.01% 1145
2023
Q4 		$161K Buy
34,164
+342
+1% +$1.5K ﹤0.01% 2443
2023
Q3 		$148K Sell
33,822
-238,531
-88% -$1.19M ﹤0.01% 2366
2023
Q2 		$1.46M Buy
272,353
+244,418
+875% +$1.27M 0.01% 974
2023
Q1 		$142K Hold
27,935
– – ﹤0.01% 2112
2022
Q4 		$129K Sell
27,935
-205,717
-88% -$1.04M ﹤0.01% 2021
2022
Q3 		$1.11M Hold
233,652
– – 0.01% 869
2022
Q2 		$1.58M Hold
233,652
– – 0.01% 670
2022
Q1 		$1.6M Sell
233,652
-4,100
-2% -$28.9K 0.01% 660
2021
Q4 		$1.81M Sell
237,752
-10,670
-4% -$85.9K 0.01% 589
2021
Q3 		$1.78M Sell
248,422
-111,554
-31% -$743K 0.01% 548
2021
Q2 		$2.11M Sell
359,976
-3,141
-0.9% -$16.3K 0.02% 490
2021
Q1 		$1.6M Sell
363,117
-1,246
-0.3% -$4.78K 0.02% 522
2020
Q4 		$1.2M Hold
364,363
– – 0.02% 556
2020
Q3 		$762K Buy
364,363
+57,606
+19% +$122K 0.01% 589
2020
Q2 		$650K Buy
+306,757
New +$658K 0.01% 624
2018
Q3 		– Sell
-9,800
Closed -$40K – 1635
2018
Q2 		$40K Buy
+9,800
New +$40.6K ﹤0.01% 732

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

CAPTRUST Financial Advisors's III Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Information Services Group (III) stake by 0.88% in Q2 2026, buying an estimated $6.47K and bringing the position to 176,945 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

CAPTRUST Financial Advisors first reported a position in III in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.11M in Q2 2021. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • CAPTRUST Financial Advisors held 176,945 shares of Information Services Group worth $727K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,547 Information Services Group shares in Q2 2026, an estimated $6.47K.
  • Information Services Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1929 holding.
  • CAPTRUST Financial Advisors first reported a position in Information Services Group in Q2 2018 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Information Services Group position peaked at $2.11M in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.