Mercer Global Advisors
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Mercer Global Advisors’s i3 Verticals IIIV Stock Holding History

Mercer Global Advisors’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 		$228K Sell
10,654
-572
-5% -$11.9K ﹤0.01% 3114
2026
Q1 		$251K Buy
11,226
+949
+9% +$22.1K ﹤0.01% 2615
2025
Q4 		$259K Buy
10,277
+1,105
+12% +$31.1K ﹤0.01% 2351
2025
Q3 		$298K Buy
+9,172
New +$276K ﹤0.01% 2092
2023
Q4 		– Sell
-15,208
Closed -$321K – 2051
2023
Q3 		$321K Buy
+15,208
New +$352K ﹤0.01% 1489

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

Mercer Global Advisors's IIIV Position: Q2 2026 in Review

Mercer Global Advisors reduced its i3 Verticals (IIIV) stake by 5.1% in Q2 2026, selling an estimated $11.9K and leaving 10,654 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

Mercer Global Advisors first reported a position in IIIV in Q3 2023 and has held it in 5 quarters since. The position peaked at $321K in Q3 2023. 133 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Mercer Global Advisors held 10,654 shares of i3 Verticals worth $228K as of Q2 2026.
  • Mercer Global Advisors sold 572 i3 Verticals shares in Q2 2026, an estimated $11.9K.
  • i3 Verticals made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3114 holding.
  • Mercer Global Advisors first reported a position in i3 Verticals in Q3 2023 and has held it in 5 quarters since.
  • Mercer Global Advisors's i3 Verticals position peaked at $321K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.