GI
IIIV icon

GAMMA Investing’s i3 Verticals IIIV Stock Holding History

GAMMA Investing’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 		$10.7K Buy
501
+64
+15% +$1.33K ﹤0.01% 3173
2026
Q1 		$9.77K Buy
+437
New +$10.2K ﹤0.01% 3081
2025
Q4 		– Sell
-11
Closed -$357 – 4100
2025
Q3 		$357 Buy
11
+5
+83% +$151 ﹤0.01% 3752
2025
Q2 		$165 Buy
+6
New +$150 ﹤0.01% 3732
2024
Q3 		– Sell
-2
Closed -$44 – 3619
2024
Q2 		$44 Buy
+2
New +$42 ﹤0.01% 3424

Other funds holding IIIV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing's IIIV Position: Q2 2026 in Review

GAMMA Investing increased its i3 Verticals (IIIV) stake by 15% in Q2 2026, buying an estimated $1.33K and bringing the position to 501 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

GAMMA Investing first reported a position in IIIV in Q2 2024 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • GAMMA Investing held 501 shares of i3 Verticals worth $10.7K as of Q2 2026.
  • GAMMA Investing bought 64 i3 Verticals shares in Q2 2026, an estimated $1.33K.
  • i3 Verticals made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3173 holding.
  • GAMMA Investing first reported a position in i3 Verticals in Q2 2024 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.