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 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 $1B AUM 15.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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 $6.74B AUM 30.22% 1-Year Est. Return

Raymond James Financial's III Position: Q1 2026 in Review

Raymond James Financial reduced its Information Services Group (III) stake by 0.38% in Q1 2026, selling an estimated $4.38K and leaving 232,896 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #3941.

Raymond James Financial first reported a position in III in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q3 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Raymond James Financial held 232,896 shares of Information Services Group worth $894K as of Q1 2026.
Raymond James Financial sold 889 Information Services Group shares in Q1 2026, an estimated $4.38K.
Information Services Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3941 holding.
Raymond James Financial first reported a position in Information Services Group in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Information Services Group position peaked at $1.38M in Q3 2025.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.