Crestwood Advisors Group’s Information Services Group III Stock Holding History

Crestwood Advisors Group’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 Q1	$3.15M	Hold	819,090	–	–	0.05%	185
2025 Q4	$4.73M	Sell	819,090 -7,300	-0.9%	-$41K	0.08%	139
2025 Q3	$4.75M	Hold	826,390	–	–	0.08%	137
2025 Q2	$3.97M	Hold	826,390	–	–	0.07%	149
2025 Q1	$3.23M	Hold	826,390	–	–	0.06%	165
2024 Q4	$2.76M	Hold	826,390	–	–	0.05%	164
2024 Q3	$2.73M	Hold	826,390	–	–	0.05%	159
2024 Q2	$2.43M	Hold	826,390	–	–	0.05%	164
2024 Q1	$3.34M	Hold	826,390	–	–	0.07%	138
2023 Q4	$3.89M	Hold	826,390	–	–	0.09%	132
2023 Q3	$3.62M	Hold	826,390	–	–	0.09%	126
2023 Q2	$4.43M	Hold	826,390	–	–	0.14%	86
2023 Q1	$4.21M	Hold	826,390	–	–	0.14%	90
2022 Q4	$3.8M	Hold	826,390	–	–	0.13%	93
2022 Q3	$3.93M	Hold	826,390	–	–	0.14%	95
2022 Q2	$5.59M	Hold	826,390	–	–	0.19%	82
2022 Q1	$5.63M	Hold	826,390	–	–	0.16%	91
2021 Q4	$6.3M	Sell	826,390 -37,000	-4%	-$298K	0.16%	92
2021 Q3	$6.2M	Sell	863,390 -233,000	-21%	-$1.55M	0.18%	90
2021 Q2	$6.41M	Buy	1,096,390 +966,390	+743%	+$5.01M	0.19%	90
2021 Q1	$572K	Buy	+130,000	New	+$499K	0.02%	185

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Crestwood Advisors Group's III Position: Q1 2026 in Review

Crestwood Advisors Group held its Information Services Group (III) position steady in Q1 2026 at 819,090 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #185.

Crestwood Advisors Group first reported a position in III in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.41M in Q2 2021. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Crestwood Advisors Group held 819,090 shares of Information Services Group worth $3.15M as of Q1 2026.
Crestwood Advisors Group left its Information Services Group share count unchanged in Q1 2026.
Information Services Group made up 0.05% of Crestwood Advisors Group's portfolio in Q1 2026, its #185 holding.
Crestwood Advisors Group first reported a position in Information Services Group in Q1 2021 and has held it in 21 quarters since.
Crestwood Advisors Group's Information Services Group position peaked at $6.41M in Q2 2021.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.