Corient Private Wealth
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Corient Private Wealth’s Information Services Group III Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-10,358
Closed -$49.7K – 2622
2025
Q2 		$49.7K Sell
10,358
-433
-4% -$1.86K ﹤0.01% 2384
2025
Q1 		$42.2K Sell
10,791
-231
-2% -$758 ﹤0.01% 2235
2024
Q4 		$36.8K Sell
11,022
-8,485
-43% -$28.4K ﹤0.01% 2294
2024
Q3 		$64.4K Buy
+19,507
New +$63.9K ﹤0.01% 2372

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
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

Corient Private Wealth's III Position: Q3 2025 in Review

Corient Private Wealth sold out of Information Services Group (III) in Q3 2025, closing a stake of 10,358 shares — an estimated $49.7K sold.

Corient Private Wealth first reported a position in III in Q3 2024 and held it in 4 quarters. The position peaked at $64.4K in Q3 2024. 131 funds tracked by Wall St. Rank hold III as of Q3 2025.

  • Corient Private Wealth reported no remaining Information Services Group position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,358 Information Services Group shares in Q3 2025, an estimated $49.7K.
  • Corient Private Wealth first reported a position in Information Services Group in Q3 2024 and held it in 4 quarters.
  • Corient Private Wealth's Information Services Group position peaked at $64.4K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Information Services Group as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.