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Global Retirement Partners’s i3 Verticals IIIV Stock Holding History

Global Retirement Partners’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 		$28.5K Buy
+1,332
New +$27.8K ﹤0.01% 2862
2025
Q4 		$46.3K Buy
1,839
+1,817
+8,259% +$51.2K ﹤0.01% 2399
2025
Q3 		$714 Hold
22
– – ﹤0.01% 3590
2025
Q2 		$605 Buy
+22
New +$552 ﹤0.01% 3552

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
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Global Retirement Partners's IIIV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in i3 Verticals (IIIV) in Q2 2026: 1,332 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #2862 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IIIV as recently as Q4 2025.

Global Retirement Partners first reported a position in IIIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $46.3K in Q4 2025. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Global Retirement Partners held 1,332 shares of i3 Verticals worth $28.5K as of Q2 2026.
  • i3 Verticals was a new Global Retirement Partners position in Q2 2026.
  • i3 Verticals made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2862 holding.
  • Global Retirement Partners first reported a position in i3 Verticals in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's i3 Verticals position peaked at $46.3K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.