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Sequoia Financial Advisors’s i3 Verticals IIIV Stock Holding History

Sequoia 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
2025
Q3 		– Sell
-10,242
Closed -$281K – 1771
2025
Q2 		$281K Buy
+10,242
New +$257K ﹤0.01% 1299
2024
Q3 		– Sell
-27,154
Closed -$600K – 1326
2024
Q2 		$600K Buy
+27,154
New +$573K 0.01% 627

Other funds holding IIIV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Sequoia Financial Advisors's IIIV Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of i3 Verticals (IIIV) in Q3 2025, closing a stake of 10,242 shares — an estimated $281K sold.

Sequoia Financial Advisors first reported a position in IIIV in Q2 2024 and held it in 2 quarters. The position peaked at $600K in Q2 2024. 165 funds tracked by Wall St. Rank hold IIIV as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining i3 Verticals position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,242 i3 Verticals shares in Q3 2025, an estimated $281K.
  • Sequoia Financial Advisors first reported a position in i3 Verticals in Q2 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's i3 Verticals position peaked at $600K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.