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Continuum Advisory’s Information Services Group III Stock Holding History

Continuum Advisory’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 		$1.1K Buy
+268
New +$1.12K ﹤0.01% 1840
2025
Q2 		– Sell
-256
Closed -$999 – 962
2025
Q1 		$999 Buy
256
+53
+26% +$174 ﹤0.01% 1505
2024
Q4 		$677 Buy
203
+3
+2% +$10 ﹤0.01% 1687
2024
Q3 		$668 Buy
+200
New +$655 ﹤0.01% 1721

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

Continuum Advisory's III Position: Q2 2026 in Review

Continuum Advisory opened a new position in Information Services Group (III) in Q2 2026: 268 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in III as recently as Q1 2025.

Continuum Advisory first reported a position in III in Q3 2024 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Continuum Advisory held 268 shares of Information Services Group worth $1.1K as of Q2 2026.
  • Information Services Group was a new Continuum Advisory position in Q2 2026.
  • Information Services Group made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1840 holding.
  • Continuum Advisory first reported a position in Information Services Group in Q3 2024 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.