EWA
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EverSource Wealth Advisors’s Information Services Group III Stock Holding History

EverSource Wealth Advisors’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 		$1.41K Buy
344
+141
+69% +$590 ﹤0.01% 3856
2026
Q1 		$780 Buy
203
+142
+233% +$699 ﹤0.01% 3940
2025
Q4 		$352 Buy
61
+32
+110% +$180 ﹤0.01% 3940
2025
Q3 		$167 Sell
29
-3
-9% -$15 ﹤0.01% 4135
2025
Q2 		$154 Buy
32
+10
+45% +$43 ﹤0.01% 4081
2025
Q1 		$86 Buy
+22
New +$72 ﹤0.01% 3848

Other funds holding III

CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's III Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Information Services Group (III) stake by 69% in Q2 2026, buying an estimated $590 and bringing the position to 344 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

EverSource Wealth Advisors first reported a position in III in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • EverSource Wealth Advisors held 344 shares of Information Services Group worth $1.41K as of Q2 2026.
  • EverSource Wealth Advisors bought 141 Information Services Group shares in Q2 2026, an estimated $590.
  • Information Services Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3856 holding.
  • EverSource Wealth Advisors first reported a position in Information Services Group in Q1 2025 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.