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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
Q3 		$232 Buy
42
+3
+8% +$14 ﹤0.01% 2565
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

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's III Position: Q3 2026 in Review

Essential Partners increased its Information Services Group (III) stake by 7.7% in Q3 2026, buying an estimated $14 and bringing the position to 42 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Essential Partners first reported a position in III in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.56K in Q4 2025. 13 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • Essential Partners held 42 shares of Information Services Group worth $232 as of Q3 2026.
  • Essential Partners bought 3 Information Services Group shares in Q3 2026, an estimated $14.
  • Information Services Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2565 holding.
  • Essential Partners first reported a position in Information Services Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Information Services Group position peaked at $1.56K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.