Salem Investment Counselors
IIIV icon

Salem Investment Counselors’s i3 Verticals IIIV Stock Holding History

Salem Investment Counselors’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 		– Sell
-1,950
Closed -$41.7K – 755
2026
Q2 		$41.7K Hold
1,950
– – ﹤0.01% 648
2026
Q1 		$43.6K Buy
+1,950
New +$45.4K ﹤0.01% 621
2025
Q4 		– Sell
-1,950
Closed -$63.3K – 745
2025
Q3 		$63.3K Hold
1,950
– – ﹤0.01% 554
2025
Q2 		$53.6K Hold
1,950
– – ﹤0.01% 573
2025
Q1 		$48.1K Hold
1,950
– – ﹤0.01% 578
2024
Q4 		$44.9K Hold
1,950
– – ﹤0.01% 596
2024
Q3 		$41.6K Hold
1,950
– – ﹤0.01% 620
2024
Q2 		$43.1K Hold
1,950
– – ﹤0.01% 593
2024
Q1 		$44.6K Hold
1,950
– – ﹤0.01% 574
2023
Q4 		$41.3K Hold
1,950
– – ﹤0.01% 581
2023
Q3 		$41.2K Hold
1,950
– – ﹤0.01% 552
2023
Q2 		$44.6K Hold
1,950
– – ﹤0.01% 539
2023
Q1 		$47.8K Hold
1,950
– – ﹤0.01% 530
2022
Q4 		$47.5K Hold
1,950
– – ﹤0.01% 526
2022
Q3 		$39K Hold
1,950
– – ﹤0.01% 518
2022
Q2 		$49K Hold
1,950
– – ﹤0.01% 505
2022
Q1 		$54K Hold
1,950
– – ﹤0.01% 495
2021
Q4 		$44K Buy
+1,950
New +$43.7K ﹤0.01% 580

Other funds holding IIIV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Salem Investment Counselors's IIIV Position: Q3 2026 in Review

Salem Investment Counselors sold out of i3 Verticals (IIIV) in Q3 2026, closing a stake of 1,950 shares — an estimated $41.7K sold.

Salem Investment Counselors first reported a position in IIIV in Q4 2021 and held it in 18 quarters. The position peaked at $63.3K in Q3 2025. 8 funds tracked by Wall St. Rank hold IIIV as of Q3 2026.

  • Salem Investment Counselors reported no remaining i3 Verticals position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 1,950 i3 Verticals shares in Q3 2026, an estimated $41.7K.
  • Salem Investment Counselors first reported a position in i3 Verticals in Q4 2021 and held it in 18 quarters.
  • Salem Investment Counselors's i3 Verticals position peaked at $63.3K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.