Empower Advisory Group
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Empower Advisory Group’s Information Services Group III Stock Holding History

Empower Advisory 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
2025
Q4 		– Sell
-14,111
Closed -$81.1K – 518
2025
Q3 		$81.1K Buy
+14,111
New +$70.2K ﹤0.01% 526

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Dimensional Fund Advisors
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CIC
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Geode Capital Management
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CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Empower Advisory Group's III Position: Q4 2025 in Review

Empower Advisory Group sold out of Information Services Group (III) in Q4 2025, closing a stake of 14,111 shares — an estimated $81.1K sold.

Empower Advisory Group first reported a position in III in Q3 2025 and held it in 1 quarter. The position peaked at $81.1K in Q3 2025. 142 funds tracked by Wall St. Rank hold III as of Q4 2025.

  • Empower Advisory Group reported no remaining Information Services Group position as of Q4 2025 after selling out during the quarter.
  • Empower Advisory Group sold 14,111 Information Services Group shares in Q4 2025, an estimated $81.1K.
  • Empower Advisory Group first reported a position in Information Services Group in Q3 2025 and held it in 1 quarter.
  • Empower Advisory Group's Information Services Group position peaked at $81.1K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Information Services Group as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.