TD Asset Management
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TD Asset Management’s i3 Verticals IIIV Stock Holding History

TD Asset Management’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
Q1 		– Sell
-68,100
Closed -$1.72M – 1259
2025
Q4 		$1.72M Buy
68,100
+1,770
+3% +$49.8K ﹤0.01% 1015
2025
Q3 		$2.15M Buy
66,330
+802
+1% +$24.2K ﹤0.01% 952
2025
Q2 		$1.8M Buy
+65,528
New +$1.64M ﹤0.01% 967

Other funds holding IIIV

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TD Asset Management's IIIV Position: Q1 2026 in Review

TD Asset Management sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 68,100 shares — an estimated $1.72M sold.

TD Asset Management first reported a position in IIIV in Q2 2025 and held it in 3 quarters. The position peaked at $2.15M in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • TD Asset Management reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • TD Asset Management sold 68,100 i3 Verticals shares in Q1 2026, an estimated $1.72M.
  • TD Asset Management first reported a position in i3 Verticals in Q2 2025 and held it in 3 quarters.
  • TD Asset Management's i3 Verticals position peaked at $2.15M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.