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 Q1	$150	Buy	+39	New	+$192	﹤0.01%	3211

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 $5.72T AUM 30.48% 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 $5.94B AUM 18.44% 1-Year Est. Return

Root Financial Partners's III Position: Q1 2026 in Review

Root Financial Partners opened a new position in Information Services Group (III) in Q1 2026: 39 shares worth $150. The stake represents ﹤0.01% of the portfolio and ranks #3211 among its holdings.

143 funds tracked by Wall St. Rank hold III as of Q1 2026.

Root Financial Partners held 39 shares of Information Services Group worth $150 as of Q1 2026.
Information Services Group was a new Root Financial Partners position in Q1 2026.
Information Services Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3211 holding.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.