PA
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PFG Advisors’s Information Services Group III Stock Holding History

PFG 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 		– Sell
-127,926
Closed -$491K – 824
2026
Q1 		$491K Buy
127,926
+16,226
+15% +$79.8K 0.02% 547
2025
Q4 		$646K Buy
+111,700
New +$627K 0.03% 470

Other funds holding III

RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

PFG Advisors's III Position: Q2 2026 in Review

PFG Advisors sold out of Information Services Group (III) in Q2 2026, closing a stake of 127,926 shares — an estimated $491K sold.

PFG Advisors first reported a position in III in Q4 2025 and held it in 2 quarters. The position peaked at $646K in Q4 2025. 10 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • PFG Advisors reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 127,926 Information Services Group shares in Q2 2026, an estimated $491K.
  • PFG Advisors first reported a position in Information Services Group in Q4 2025 and held it in 2 quarters.
  • PFG Advisors's Information Services Group position peaked at $646K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.