Private Wealth Management Group’s Information Services Group III Stock Holding History

Private Wealth Management Group’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	$1.28K	Hold	334	–	–	﹤0.01%	1193
2025 Q4	$1.93K	Hold	334	–	–	﹤0.01%	1092
2025 Q3	$1.92K	Hold	334	–	–	﹤0.01%	1117
2025 Q2	$1.6K	Hold	334	–	–	﹤0.01%	1152
2025 Q1	$1.31K	Hold	334	–	–	﹤0.01%	1195
2024 Q4	$1.12K	Sell	334 -325	-49%	-$1.09K	﹤0.01%	1265
2024 Q3	$2.17K	Hold	659	–	–	﹤0.01%	1028
2024 Q2	$1.94K	Buy	+659	New	+$2.21K	﹤0.01%	1059

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

Private Wealth Management Group's III Position: Q1 2026 in Review

Private Wealth Management Group held its Information Services Group (III) position steady in Q1 2026 at 334 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Private Wealth Management Group first reported a position in III in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.17K in Q3 2024. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Private Wealth Management Group held 334 shares of Information Services Group worth $1.28K as of Q1 2026.
Private Wealth Management Group left its Information Services Group share count unchanged in Q1 2026.
Information Services Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1193 holding.
Private Wealth Management Group first reported a position in Information Services Group in Q2 2024 and has held it in 8 quarters since.
Private Wealth Management Group's Information Services Group position peaked at $2.17K in Q3 2024.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.