LPL Financial’s Information Services Group III Stock Holding History

LPL Financial’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	$69.6K	Sell	16,930 -125,070	-88%	-$523K	﹤0.01%	5983
2026 Q1	$545K	Buy	+142,000	New	+$699K	﹤0.01%	4684
2024 Q3	–	Sell	-48,710	Closed	-$143K	–	5232
2024 Q2	$143K	Sell	48,710 -8,500	-15%	-$28.6K	﹤0.01%	4663
2024 Q1	$231K	Hold	57,210	–	–	﹤0.01%	4394
2023 Q4	$269K	Buy	57,210 +32,485	+131%	+$142K	﹤0.01%	4179
2023 Q3	$108K	Buy	24,725 +2,516	+11%	+$12.6K	﹤0.01%	4400
2023 Q2	$119K	Buy	+22,209	New	+$115K	﹤0.01%	4292

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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

LPL Financial's III Position: Q2 2026 in Review

LPL Financial reduced its Information Services Group (III) stake by 88% in Q2 2026, selling an estimated $523K and leaving 16,930 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5983.

LPL Financial first reported a position in III in Q2 2023 and has held it in 7 quarters since. The position peaked at $545K in Q1 2026. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

LPL Financial held 16,930 shares of Information Services Group worth $69.6K as of Q2 2026.
LPL Financial sold 125,070 Information Services Group shares in Q2 2026, an estimated $523K.
Information Services Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5983 holding.
LPL Financial first reported a position in Information Services Group in Q2 2023 and has held it in 7 quarters since.
LPL Financial's Information Services Group position peaked at $545K in Q1 2026.
138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.