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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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Continuum Advisory's III Position: Q2 2025 in Review

Continuum Advisory sold out of Information Services Group (III) in Q2 2025, closing a stake of 256 shares — an estimated $999 sold.

Continuum Advisory first reported a position in III in Q3 2024 and held it in 3 quarters. The position peaked at $999 in Q1 2025. 112 funds tracked by Wall St. Rank hold III as of Q2 2025.

  • Continuum Advisory reported no remaining Information Services Group position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 256 Information Services Group shares in Q2 2025, an estimated $999.
  • Continuum Advisory first reported a position in Information Services Group in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Information Services Group position peaked at $999 in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Information Services Group as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.