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
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 $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mercer Global Advisors's IIIV Position: Q1 2026 in Review

Mercer Global Advisors increased its i3 Verticals (IIIV) stake by 9.2% in Q1 2026, buying an estimated $22.1K and bringing the position to 11,226 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Mercer Global Advisors first reported a position in IIIV in Q3 2023 and has held it in 4 quarters since. The position peaked at $321K in Q3 2023. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Mercer Global Advisors held 11,226 shares of i3 Verticals worth $251K as of Q1 2026.
  • Mercer Global Advisors bought 949 i3 Verticals shares in Q1 2026, an estimated $22.1K.
  • i3 Verticals made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2615 holding.
  • Mercer Global Advisors first reported a position in i3 Verticals in Q3 2023 and has held it in 4 quarters since.
  • Mercer Global Advisors's i3 Verticals position peaked at $321K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.