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Amalgamated Bank’s i3 Verticals IIIV Stock Holding History

Amalgamated Bank’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-739
Closed -$19K – 2196
2025
Q4 		$19K Sell
739
-46
-6% -$1.29K ﹤0.01% 2127
2025
Q3 		$25K Hold
785
– – ﹤0.01% 2036
2025
Q2 		$22K Hold
785
– – ﹤0.01% 2074
2025
Q1 		$19K Buy
785
+48
+7% +$1.22K ﹤0.01% 2072
2024
Q4 		$17K Hold
737
– – ﹤0.01% 2184
2024
Q3 		$16K Hold
737
– – ﹤0.01% 2225
2024
Q2 		$16K Hold
737
– – ﹤0.01% 2214
2024
Q1 		$17K Sell
737
-2,431
-77% -$50.5K ﹤0.01% 2200
2023
Q4 		$67K Sell
3,168
-219
-6% -$4.39K ﹤0.01% 2132
2023
Q3 		$72K Hold
3,387
– – ﹤0.01% 2114
2023
Q2 		$77K Buy
3,387
+249
+8% +$5.8K ﹤0.01% 2150
2023
Q1 		$77K Sell
3,138
-362
-10% -$9.49K ﹤0.01% 2139
2022
Q4 		$85K Hold
3,500
– – ﹤0.01% 2192
2022
Q3 		$70K Buy
3,500
+54
+2% +$1.31K ﹤0.01% 2318
2022
Q2 		$86K Sell
3,446
-37
-1% -$933 ﹤0.01% 2232
2022
Q1 		$97K Buy
+3,483
New +$85.9K ﹤0.01% 2205

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Amalgamated Bank's IIIV Position: Q1 2026 in Review

Amalgamated Bank sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 739 shares — an estimated $19K sold.

Amalgamated Bank first reported a position in IIIV in Q1 2022 and held it in 16 quarters. The position peaked at $97K in Q1 2022. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Amalgamated Bank reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 739 i3 Verticals shares in Q1 2026, an estimated $19K.
  • Amalgamated Bank first reported a position in i3 Verticals in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's i3 Verticals position peaked at $97K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.