Private Wealth Management Group’s i3 Verticals IIIV Stock Holding History

Private Wealth Management 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
2026 Q3	$1.82K	Buy	+132	New	+$2.37K	﹤0.01%	1213

Other funds holding IIIV

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Wealth Management Group's IIIV Position: Q3 2026 in Review

Private Wealth Management Group opened a new position in i3 Verticals (IIIV) in Q3 2026: 132 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings.

9 funds tracked by Wall St. Rank hold IIIV as of Q3 2026.

Private Wealth Management Group held 132 shares of i3 Verticals worth $1.82K as of Q3 2026.
i3 Verticals was a new Private Wealth Management Group position in Q3 2026.
i3 Verticals made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1213 holding.
9 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.