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Johnson Financial Group Inc (Wisconsin)’s i3 Verticals IIIV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q4 		– Sell
-2,445
Closed -$79.4K – 1009
2025
Q3 		$79.4K Buy
+2,445
New +$73.7K ﹤0.01% 491
2025
Q2 		– Sell
-2,912
Closed -$71.8K – 805
2025
Q1 		$71.8K Hold
2,912
– – ﹤0.01% 547
2024
Q4 		$72.5K Buy
+2,912
New +$68.3K ﹤0.01% 419

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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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IIIV Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of i3 Verticals (IIIV) in Q4 2025, closing a stake of 2,445 shares — an estimated $79.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IIIV in Q4 2024 and held it in 3 quarters. The position peaked at $79.4K in Q3 2025. 155 funds tracked by Wall St. Rank hold IIIV as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining i3 Verticals position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,445 i3 Verticals shares in Q4 2025, an estimated $79.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in i3 Verticals in Q4 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s i3 Verticals position peaked at $79.4K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.