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Parkside Financial Bank & Trust’s i3 Verticals IIIV Stock Holding History

Parkside Financial Bank & Trust’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 		– Sell
-25
Closed -$630 – 2739
2025
Q4 		$630 Hold
25
– – ﹤0.01% 2510
2025
Q3 		$812 Hold
25
– – ﹤0.01% 2371
2025
Q2 		$687 Hold
25
– – ﹤0.01% 2390
2025
Q1 		$618 Buy
+25
New +$633 ﹤0.01% 2268

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

Parkside Financial Bank & Trust's IIIV Position: Q1 2026 in Review

Parkside Financial Bank & Trust sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 25 shares — an estimated $630 sold.

Parkside Financial Bank & Trust first reported a position in IIIV in Q1 2025 and held it in 4 quarters. The position peaked at $812 in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Parkside Financial Bank & Trust reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 25 i3 Verticals shares in Q1 2026, an estimated $630.
  • Parkside Financial Bank & Trust first reported a position in i3 Verticals in Q1 2025 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's i3 Verticals position peaked at $812 in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.