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Root Financial Partners’s Information Services Group III Stock Holding History

Root Financial Partners’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
-39
Closed -$150 – 1739
2026
Q1 		$150 Buy
+39
New +$192 ﹤0.01% 3211

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Vanguard Capital Management
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Dimensional Fund Advisors
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HIM
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Geode Capital Management
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

Root Financial Partners's III Position: Q2 2026 in Review

Root Financial Partners sold out of Information Services Group (III) in Q2 2026, closing a stake of 39 shares — an estimated $150 sold.

Root Financial Partners first reported a position in III in Q1 2026 and held it in 1 quarter. The position peaked at $150 in Q1 2026. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Root Financial Partners reported no remaining Information Services Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 Information Services Group shares in Q2 2026, an estimated $150.
  • Root Financial Partners first reported a position in Information Services Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Information Services Group position peaked at $150 in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.