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Kathmere Capital Management’s Information Services Group III Stock Holding History

Kathmere Capital Management’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 		– Sell
-13,885
Closed -$53.3K – 697
2026
Q1 		$53.3K Sell
13,885
-10,675
-43% -$52.5K ﹤0.01% 617
2025
Q4 		$142K Buy
24,560
+244
+1% +$1.37K 0.01% 541
2025
Q3 		$140K Buy
24,316
+8,994
+59% +$44.7K 0.01% 510
2025
Q2 		$73.5K Buy
+15,322
New +$66K 0.01% 479

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
Hillsdale Investment Management
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
Crawford Investment Counsel
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Kathmere Capital Management's III Position: Q2 2026 in Review

Kathmere Capital Management sold out of Information Services Group (III) in Q2 2026, closing a stake of 13,885 shares — an estimated $53.3K sold.

Kathmere Capital Management first reported a position in III in Q2 2025 and held it in 4 quarters. The position peaked at $142K in Q4 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Kathmere Capital Management reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 13,885 Information Services Group shares in Q2 2026, an estimated $53.3K.
  • Kathmere Capital Management first reported a position in Information Services Group in Q2 2025 and held it in 4 quarters.
  • Kathmere Capital Management's Information Services Group position peaked at $142K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.