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
2026 Q2	$41.4K	Buy	+10,075	New	+$42.1K	﹤0.01%	3003
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 $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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

Corient Private Wealth's III Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Information Services Group (III) in Q2 2026: 10,075 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #3003 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in III as recently as Q2 2025.

Corient Private Wealth first reported a position in III in Q3 2024 and has held it in 5 quarters since. The position peaked at $64.4K in Q3 2024. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

Corient Private Wealth held 10,075 shares of Information Services Group worth $41.4K as of Q2 2026.
Information Services Group was a new Corient Private Wealth position in Q2 2026.
Information Services Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #3003 holding.
Corient Private Wealth first reported a position in Information Services Group in Q3 2024 and has held it in 5 quarters since.
Corient Private Wealth's Information Services Group position peaked at $64.4K in Q3 2024.
137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.