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Farther Finance Advisors’s i3 Verticals IIIV Stock Holding History

Farther Finance Advisors’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
Q2 		$6.43K Buy
302
+277
+1,108% +$5.77K ﹤0.01% 4655
2026
Q1 		$562 Buy
25
+20
+400% +$465 ﹤0.01% 5244
2025
Q4 		$126 Hold
5
– – ﹤0.01% 5276
2025
Q3 		$162 Buy
+5
New +$151 ﹤0.01% 4764
2024
Q1 		– Sell
-10
Closed -$212 – 3658
2023
Q4 		$212 Buy
+10
New +$201 ﹤0.01% 3215

Other funds holding IIIV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Farther Finance Advisors's IIIV Position: Q2 2026 in Review

Farther Finance Advisors increased its i3 Verticals (IIIV) stake by 1,108% in Q2 2026, buying an estimated $5.77K and bringing the position to 302 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

Farther Finance Advisors first reported a position in IIIV in Q4 2023 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Farther Finance Advisors held 302 shares of i3 Verticals worth $6.43K as of Q2 2026.
  • Farther Finance Advisors bought 277 i3 Verticals shares in Q2 2026, an estimated $5.77K.
  • i3 Verticals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4655 holding.
  • Farther Finance Advisors first reported a position in i3 Verticals in Q4 2023 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.