Relyea Zuckerberg Hanson’s Information Services Group III Stock Holding History

Relyea Zuckerberg Hanson’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	$232K	Sell	56,544 -60,355	-52%	-$252K	0.02%	274
2026 Q1	$449K	Buy	116,899 +1,324	+1%	+$6.52K	0.05%	169
2025 Q4	$668K	Hold	115,575	–	–	0.07%	131
2025 Q3	$665K	Sell	115,575 -12,000	-9%	-$59.7K	0.07%	126
2025 Q2	$612K	Sell	127,575 -16,000	-11%	-$68.9K	0.07%	131
2025 Q1	$561K	Hold	143,575	–	–	0.08%	128
2024 Q4	$480K	Hold	143,575	–	–	0.06%	151
2024 Q3	$474K	Hold	143,575	–	–	0.07%	140
2024 Q2	$422K	Hold	143,575	–	–	0.07%	140
2024 Q1	$580K	Hold	143,575	–	–	0.1%	113
2023 Q4	$676K	Hold	143,575	–	–	0.13%	93
2023 Q3	$629K	Hold	143,575	–	–	0.14%	90
2023 Q2	$770K	Hold	143,575	–	–	0.17%	80
2023 Q1	$731K	Hold	143,575	–	–	0.18%	79
2022 Q4	$660K	Hold	143,575	–	–	0.19%	75
2022 Q3	$683K	Hold	143,575	–	–	0.25%	65
2022 Q2	$971K	Hold	143,575	–	–	0.36%	42
2022 Q1	$956K	Hold	143,575	–	–	0.31%	52
2021 Q4	$909K	Buy	143,575 +68,575	+91%	+$552K	0.33%	56
2021 Q3	$539K	Hold	75,000	–	–	0.21%	76
2021 Q2	$439K	Hold	75,000	–	–	0.18%	78
2021 Q1	$338K	Hold	75,000	–	–	0.15%	90
2020 Q4	$246K	Hold	75,000	–	–	0.13%	104
2020 Q3	$161K	Hold	75,000	–	–	0.1%	112
2020 Q2	$155K	Hold	75,000	–	–	0.12%	110
2020 Q1	$193K	Hold	75,000	–	–	0.21%	104
2019 Q4	$190K	Buy	+75,000	New	+$178K	0.18%	104

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

Relyea Zuckerberg Hanson's III Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Information Services Group (III) stake by 52% in Q2 2026, selling an estimated $252K and leaving 56,544 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #274.

Relyea Zuckerberg Hanson first reported a position in III in Q4 2019 and has held it in 27 quarters since. The position peaked at $971K in Q2 2022. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

Relyea Zuckerberg Hanson held 56,544 shares of Information Services Group worth $232K as of Q2 2026.
Relyea Zuckerberg Hanson sold 60,355 Information Services Group shares in Q2 2026, an estimated $252K.
Information Services Group made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #274 holding.
Relyea Zuckerberg Hanson first reported a position in Information Services Group in Q4 2019 and has held it in 27 quarters since.
Relyea Zuckerberg Hanson's Information Services Group position peaked at $971K in Q2 2022.
138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.