Raymond James Financial’s Information Services Group III Stock Holding History

Raymond James 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	$921K	Sell	224,111 -8,785	-4%	-$36.7K	﹤0.01%	4056
2026 Q1	$894K	Sell	232,896 -889	-0.4%	-$4.38K	﹤0.01%	3941
2025 Q4	$1.35M	Sell	233,785 -5,490	-2%	-$30.8K	﹤0.01%	3581
2025 Q3	$1.38M	Buy	239,275 +1,223	+0.5%	+$6.08K	﹤0.01%	3465
2025 Q2	$1.14M	Buy	238,052 +30,781	+15%	+$133K	﹤0.01%	3485
2025 Q1	$810K	Sell	207,271 -1,679	-0.8%	-$5.51K	﹤0.01%	3631
2024 Q4	$698K	Buy	+208,950	New	+$699K	﹤0.01%	3697

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

Raymond James Financial's III Position: Q2 2026 in Review

Raymond James Financial reduced its Information Services Group (III) stake by 3.8% in Q2 2026, selling an estimated $36.7K and leaving 224,111 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

Raymond James Financial first reported a position in III in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

Raymond James Financial held 224,111 shares of Information Services Group worth $921K as of Q2 2026.
Raymond James Financial sold 8,785 Information Services Group shares in Q2 2026, an estimated $36.7K.
Information Services Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4056 holding.
Raymond James Financial first reported a position in Information Services Group in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Information Services Group position peaked at $1.38M in Q3 2025.
137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.