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Plante Moran Financial Advisors’s i3 Verticals IIIV Stock Holding History

Plante Moran Financial 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 		– Sell
-355
Closed -$8.94K – 811
2025
Q4 		$8.94K Buy
+355
New +$9.99K ﹤0.01% 577

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
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 $167B AUM 44.17% 1-Year Est. Return

Plante Moran Financial Advisors's IIIV Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 355 shares — an estimated $8.94K sold.

Plante Moran Financial Advisors first reported a position in IIIV in Q4 2025 and held it in 1 quarter. The position peaked at $8.94K in Q4 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 355 i3 Verticals shares in Q1 2026, an estimated $8.94K.
  • Plante Moran Financial Advisors first reported a position in i3 Verticals in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's i3 Verticals position peaked at $8.94K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.