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Tripletail Wealth Management’s Information Services Group III Stock Holding History

Tripletail Wealth 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
Q2 		$51.3K Buy
+12,490
New +$52.2K 0.06% 157
2026
Q1 		– Sell
-11,600
Closed -$52.4K – 260
2025
Q4 		$52.4K Sell
11,600
-800
-6% -$4.49K 0.07% 133
2025
Q3 		$69.7K Buy
+12,400
New +$61.7K 0.08% 133

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
Hillsdale Investment Management
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
Crawford Investment Counsel
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Tripletail Wealth Management's III Position: Q2 2026 in Review

Tripletail Wealth Management opened a new position in Information Services Group (III) in Q2 2026: 12,490 shares worth $51.3K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings. This is a return to the name: Tripletail Wealth Management previously reported a position in III as recently as Q4 2025.

Tripletail Wealth Management first reported a position in III in Q3 2025 and has held it in 3 quarters since. The position peaked at $69.7K in Q3 2025. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Tripletail Wealth Management held 12,490 shares of Information Services Group worth $51.3K as of Q2 2026.
  • Information Services Group was a new Tripletail Wealth Management position in Q2 2026.
  • Information Services Group made up 0.06% of Tripletail Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Tripletail Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Information Services Group position peaked at $69.7K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.