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Essential Partners’s Information Services Group III Stock Holding History

Essential Partners’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 		$160 Sell
39
-365
-90% -$1.53K ﹤0.01% 2675
2026
Q1 		$1.55K Buy
404
+134
+50% +$659 ﹤0.01% 2097
2025
Q4 		$1.56K Hold
270
– – ﹤0.01% 1882
2025
Q3 		$1.55K Buy
270
+9
+3% +$45 ﹤0.01% 1875
2025
Q2 		$1.25K Buy
+261
New +$1.12K ﹤0.01% 1452

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
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

Essential Partners's III Position: Q2 2026 in Review

Essential Partners reduced its Information Services Group (III) stake by 90% in Q2 2026, selling an estimated $1.53K and leaving 39 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Essential Partners first reported a position in III in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56K in Q4 2025. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Essential Partners held 39 shares of Information Services Group worth $160 as of Q2 2026.
  • Essential Partners sold 365 Information Services Group shares in Q2 2026, an estimated $1.53K.
  • Information Services Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2675 holding.
  • Essential Partners first reported a position in Information Services Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Information Services Group position peaked at $1.56K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.