Root Financial Partners
III icon

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
Q3 		$105 Buy
+19
New +$90 ﹤0.01% 3636
2026
Q2 		– Sell
-39
Closed -$150 – 1739
2026
Q1 		$150 Buy
+39
New +$192 ﹤0.01% 3211

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Root Financial Partners's III Position: Q3 2026 in Review

Root Financial Partners opened a new position in Information Services Group (III) in Q3 2026: 19 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #3636 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in III as recently as Q1 2026.

Root Financial Partners first reported a position in III in Q1 2026 and has held it in 2 quarters since. The position peaked at $150 in Q1 2026. 108 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • Root Financial Partners held 19 shares of Information Services Group worth $105 as of Q3 2026.
  • Information Services Group was a new Root Financial Partners position in Q3 2026.
  • Information Services Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3636 holding.
  • Root Financial Partners first reported a position in Information Services Group in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Information Services Group position peaked at $150 in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.