Legal & General Group
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Legal & General Group’s i3 Verticals IIIV Stock Holding History

Legal & General Group’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 		$414K Sell
19,395
-5,184
-21% -$108K ﹤0.01% 2443
2026
Q1 		$550K Buy
24,579
+6,391
+35% +$149K ﹤0.01% 2335
2025
Q4 		$458K Sell
18,188
-4,292
-19% -$121K ﹤0.01% 2455
2025
Q3 		$730K Sell
22,480
-33
-0.1% -$995 ﹤0.01% 2329
2025
Q2 		$619K Sell
22,513
-8,959
-28% -$225K ﹤0.01% 2385
2025
Q1 		$776K Sell
31,472
-2,710
-8% -$68.6K ﹤0.01% 2264
2024
Q4 		$788K Sell
34,182
-1,820
-5% -$42.7K ﹤0.01% 2317
2024
Q3 		$767K Buy
36,002
+1,867
+5% +$41.9K ﹤0.01% 2322
2024
Q2 		$754K Sell
34,135
-2,699
-7% -$56.9K ﹤0.01% 2288
2024
Q1 		$843K Sell
36,834
-1,567
-4% -$32.5K ﹤0.01% 2250
2023
Q4 		$813K Sell
38,401
-4,007
-9% -$80.4K ﹤0.01% 2272
2023
Q3 		$897K Buy
42,408
+343
+0.8% +$7.94K ﹤0.01% 2223
2023
Q2 		$962K Buy
42,065
+11,157
+36% +$260K ﹤0.01% 2241
2023
Q1 		$758K Buy
30,908
+4,371
+16% +$115K ﹤0.01% 2215
2022
Q4 		$646K Buy
26,537
+6,024
+29% +$136K ﹤0.01% 2269
2022
Q3 		$411K Sell
20,513
-48
-0.2% -$1.17K ﹤0.01% 2398
2022
Q2 		$515K Sell
20,561
-6,437
-24% -$162K ﹤0.01% 2333
2022
Q1 		$752K Buy
26,998
+1,401
+5% +$34.5K ﹤0.01% 2296
2021
Q4 		$583K Buy
25,597
+17,780
+227% +$399K ﹤0.01% 2366
2021
Q3 		$189K Buy
7,817
+4,295
+122% +$124K ﹤0.01% 2711
2021
Q2 		$107K Buy
3,522
+1,494
+74% +$47.4K ﹤0.01% 2709
2021
Q1 		$63K Sell
2,028
-66
-3% -$2.1K ﹤0.01% 2752
2020
Q4 		$70K Buy
2,094
+275
+15% +$7.37K ﹤0.01% 2692
2020
Q3 		$46K Sell
1,819
-637
-26% -$17.1K ﹤0.01% 2721
2020
Q2 		$74K Buy
2,456
+58
+2% +$1.47K ﹤0.01% 2611
2020
Q1 		$49K Sell
2,398
-600
-20% -$16.9K ﹤0.01% 2594
2019
Q4 		$85K Buy
2,998
+562
+23% +$13.3K ﹤0.01% 2641
2019
Q3 		$49K Buy
2,436
+871
+56% +$21.4K ﹤0.01% 2740
2019
Q2 		$46K Hold
1,565
– – ﹤0.01% 2809
2019
Q1 		$38K Buy
1,565
+388
+33% +$9.03K ﹤0.01% 2816
2018
Q4 		$28K Hold
1,177
– – ﹤0.01% 2935
2018
Q3 		$27K Buy
+1,177
New +$21K ﹤0.01% 3079

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

Legal & General Group's IIIV Position: Q2 2026 in Review

Legal & General Group reduced its i3 Verticals (IIIV) stake by 21% in Q2 2026, selling an estimated $108K and leaving 19,395 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Legal & General Group first reported a position in IIIV in Q3 2018 and has held it in 32 quarters since. The position peaked at $962K in Q2 2023. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Legal & General Group held 19,395 shares of i3 Verticals worth $414K as of Q2 2026.
  • Legal & General Group sold 5,184 i3 Verticals shares in Q2 2026, an estimated $108K.
  • i3 Verticals made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2443 holding.
  • Legal & General Group first reported a position in i3 Verticals in Q3 2018 and has held it in 32 quarters since.
  • Legal & General Group's i3 Verticals position peaked at $962K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.