LPL Financial
III icon

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
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 $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

LPL Financial's III Position: Q1 2026 in Review

LPL Financial opened a new position in Information Services Group (III) in Q1 2026: 142,000 shares worth $545K. The stake represents ﹤0.01% of the portfolio and ranks #4684 among its holdings. This is a return to the name: LPL Financial previously reported a position in III as recently as Q2 2024.

LPL Financial first reported a position in III in Q2 2023 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • LPL Financial held 142,000 shares of Information Services Group worth $545K as of Q1 2026.
  • Information Services Group was a new LPL Financial position in Q1 2026.
  • Information Services Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4684 holding.
  • LPL Financial first reported a position in Information Services Group in Q2 2023 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.