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TD Private Client Wealth’s Information Services Group III Stock Holding History

TD Private Client Wealth’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 		$271 Hold
66
– – ﹤0.01% 1626
2026
Q1 		$253 Buy
+66
New +$325 ﹤0.01% 1545

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

TD Private Client Wealth's III Position: Q2 2026 in Review

TD Private Client Wealth held its Information Services Group (III) position steady in Q2 2026 at 66 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

TD Private Client Wealth first reported a position in III in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • TD Private Client Wealth held 66 shares of Information Services Group worth $271 as of Q2 2026.
  • TD Private Client Wealth left its Information Services Group share count unchanged in Q2 2026.
  • Information Services Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1626 holding.
  • TD Private Client Wealth first reported a position in Information Services Group in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.