Principal Financial Group
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Principal Financial Group’s i3 Verticals IIIV Stock Holding History

Principal Financial 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
2025
Q4 		– Sell
-47,126
Closed -$1.53M – 2229
2025
Q3 		$1.53M Sell
47,126
-13,370
-22% -$403K ﹤0.01% 1856
2025
Q2 		$1.66M Buy
60,496
+9,700
+19% +$243K ﹤0.01% 1828
2025
Q1 		$1.25M Buy
+50,796
New +$1.29M ﹤0.01% 1822
2024
Q1 		– Sell
-12,234
Closed -$259K – 2455
2023
Q4 		$259K Buy
12,234
+2,771
+29% +$55.6K ﹤0.01% 2099
2023
Q3 		$200K Buy
+9,463
New +$219K ﹤0.01% 2168

Other funds holding IIIV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $1.16B AUM 46.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Principal Financial Group's IIIV Position: Q4 2025 in Review

Principal Financial Group sold out of i3 Verticals (IIIV) in Q4 2025, closing a stake of 47,126 shares — an estimated $1.53M sold.

Principal Financial Group first reported a position in IIIV in Q3 2023 and held it in 5 quarters. The position peaked at $1.66M in Q2 2025. 155 funds tracked by Wall St. Rank hold IIIV as of Q4 2025.

  • Principal Financial Group reported no remaining i3 Verticals position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 47,126 i3 Verticals shares in Q4 2025, an estimated $1.53M.
  • Principal Financial Group first reported a position in i3 Verticals in Q3 2023 and held it in 5 quarters.
  • Principal Financial Group's i3 Verticals position peaked at $1.66M in Q2 2025.
  • 155 funds tracked by Wall St. Rank held i3 Verticals as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.