TWM
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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
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 $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

Tripletail Wealth Management's III Position: Q1 2026 in Review

Tripletail Wealth Management sold out of Information Services Group (III) in Q1 2026, closing a stake of 11,600 shares — an estimated $52.4K sold.

Tripletail Wealth Management first reported a position in III in Q3 2025 and held it in 2 quarters. The position peaked at $69.7K in Q3 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Tripletail Wealth Management reported no remaining Information Services Group position as of Q1 2026 after selling out during the quarter.
  • Tripletail Wealth Management sold 11,600 Information Services Group shares in Q1 2026, an estimated $52.4K.
  • Tripletail Wealth Management first reported a position in Information Services Group in Q3 2025 and held it in 2 quarters.
  • Tripletail Wealth Management's Information Services Group position peaked at $69.7K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.