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Chicago Trust’s Information Services Group III Stock Holding History

Chicago Trust’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
2025
Q4 		– Sell
-10,355
Closed -$59.5K – 401
2025
Q3 		$59.5K Hold
10,355
– – 0.01% 410
2025
Q2 		$49.7K Hold
10,355
– – 0.01% 405
2025
Q1 		$40.5K Hold
10,355
– – 0.01% 363
2024
Q4 		$34.6K Hold
10,355
– – 0.01% 359
2024
Q3 		$34.2K Hold
10,355
– – 0.01% 377
2024
Q2 		$30.4K Buy
+10,355
New +$34.8K 0.01% 319
2021
Q3 		– Sell
-10,500
Closed -$61K – 337
2021
Q2 		$61K Buy
+10,500
New +$54.4K 0.01% 316

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Chicago Trust's III Position: Q4 2025 in Review

Chicago Trust sold out of Information Services Group (III) in Q4 2025, closing a stake of 10,355 shares — an estimated $59.5K sold.

Chicago Trust first reported a position in III in Q2 2021 and held it in 7 quarters. The position peaked at $61K in Q2 2021. 142 funds tracked by Wall St. Rank hold III as of Q4 2025.

  • Chicago Trust reported no remaining Information Services Group position as of Q4 2025 after selling out during the quarter.
  • Chicago Trust sold 10,355 Information Services Group shares in Q4 2025, an estimated $59.5K.
  • Chicago Trust first reported a position in Information Services Group in Q2 2021 and held it in 7 quarters.
  • Chicago Trust's Information Services Group position peaked at $61K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Information Services Group as of Q4 2025.

Based on Chicago Trust's 13F filing for Q4 2025, filed 17 Feb 2026.