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Kings Path Partners’s i3 Verticals IIIV Stock Holding History

Kings Path 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 		– Sell
-20,275
Closed -$511K – 366
2026
Q1 		$511K Hold
20,275
– – 0.18% 52
2025
Q4 		$511K Hold
20,275
– – 0.18% 52
2025
Q3 		$658K Sell
20,275
-9,650
-32% -$291K 0.24% 43
2025
Q2 		$822K Hold
29,925
– – 0.33% 37
2025
Q1 		$738K Sell
29,925
-18,820
-39% -$477K 0.36% 42
2024
Q4 		$1.12M Hold
48,745
– – 0.48% 47
2024
Q3 		$1.04M Hold
48,745
– – 0.44% 61
2024
Q2 		$1.08M Buy
+48,745
New +$1.03M 0.51% 49

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

Kings Path Partners's IIIV Position: Q2 2026 in Review

Kings Path Partners sold out of i3 Verticals (IIIV) in Q2 2026, closing a stake of 20,275 shares — an estimated $511K sold.

Kings Path Partners first reported a position in IIIV in Q2 2024 and held it in 8 quarters. The position peaked at $1.12M in Q4 2024. 9 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Kings Path Partners reported no remaining i3 Verticals position as of Q2 2026 after selling out during the quarter.
  • Kings Path Partners sold 20,275 i3 Verticals shares in Q2 2026, an estimated $511K.
  • Kings Path Partners first reported a position in i3 Verticals in Q2 2024 and held it in 8 quarters.
  • Kings Path Partners's i3 Verticals position peaked at $1.12M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.