FFA
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Farther Finance Advisors’s Information Services Group III Stock Holding History

Farther Finance 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 		$493 Buy
120
+60
+100% +$251 ﹤0.01% 5542
2026
Q1 		$230 Buy
60
+33
+122% +$162 ﹤0.01% 5404
2025
Q4 		$156 Buy
+27
New +$152 ﹤0.01% 5247

Other funds holding III

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
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
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Farther Finance Advisors's III Position: Q2 2026 in Review

Farther Finance Advisors increased its Information Services Group (III) stake by 100% in Q2 2026, buying an estimated $251 and bringing the position to 120 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #5542.

Farther Finance Advisors first reported a position in III in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Farther Finance Advisors held 120 shares of Information Services Group worth $493 as of Q2 2026.
  • Farther Finance Advisors bought 60 Information Services Group shares in Q2 2026, an estimated $251.
  • Information Services Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5542 holding.
  • Farther Finance Advisors first reported a position in Information Services Group in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.