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Rothschild Investment LLC’s Information Services Group III Stock Holding History

Rothschild Investment LLC’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 		$1.08K Sell
263
-14
-5% -$59 ﹤0.01% 3016
2026
Q1 		$1.06K Buy
+277
New +$1.36K ﹤0.01% 2841

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
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

Rothschild Investment LLC's III Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Information Services Group (III) stake by 5.1% in Q2 2026, selling an estimated $59 and leaving 263 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Rothschild Investment LLC first reported a position in III in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Rothschild Investment LLC held 263 shares of Information Services Group worth $1.08K as of Q2 2026.
  • Rothschild Investment LLC sold 14 Information Services Group shares in Q2 2026, an estimated $59.
  • Information Services Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3016 holding.
  • Rothschild Investment LLC first reported a position in Information Services Group in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.