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Root Financial Partners’s i3 Verticals IIIV Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-35
Closed -$783 – 1741
2026
Q1 		$783 Buy
+35
New +$814 ﹤0.01% 2694

Other funds holding IIIV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Root Financial Partners's IIIV Position: Q2 2026 in Review

Root Financial Partners sold out of i3 Verticals (IIIV) in Q2 2026, closing a stake of 35 shares — an estimated $783 sold.

Root Financial Partners first reported a position in IIIV in Q1 2026 and held it in 1 quarter. The position peaked at $783 in Q1 2026. 18 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Root Financial Partners reported no remaining i3 Verticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 i3 Verticals shares in Q2 2026, an estimated $783.
  • Root Financial Partners first reported a position in i3 Verticals in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's i3 Verticals position peaked at $783 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.