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Smartleaf Asset Management’s Information Services Group III Stock Holding History

Smartleaf Asset Management’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 		$5.11K Hold
1,335
– – ﹤0.01% 2645
2025
Q4 		$7.69K Buy
1,335
+279
+26% +$1.57K ﹤0.01% 2507
2025
Q3 		$5.98K Buy
1,056
+253
+32% +$1.26K ﹤0.01% 2318
2025
Q2 		$3.73K Buy
803
+233
+41% +$1K ﹤0.01% 2136
2025
Q1 		$2.28K Sell
570
-149
-21% -$489 ﹤0.01% 2438
2024
Q4 		$2.4K Buy
719
+205
+40% +$685 ﹤0.01% 2484
2024
Q3 		$1.71K Buy
+514
New +$1.68K ﹤0.01% 2525

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
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
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

Smartleaf Asset Management's III Position: Q1 2026 in Review

Smartleaf Asset Management held its Information Services Group (III) position steady in Q1 2026 at 1,335 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Smartleaf Asset Management first reported a position in III in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.69K in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Smartleaf Asset Management held 1,335 shares of Information Services Group worth $5.11K as of Q1 2026.
  • Smartleaf Asset Management left its Information Services Group share count unchanged in Q1 2026.
  • Information Services Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2645 holding.
  • Smartleaf Asset Management first reported a position in Information Services Group in Q3 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's Information Services Group position peaked at $7.69K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.