TD Private Client Wealth’s i3 Verticals IIIV Stock Holding History

TD Private Client Wealth’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	$1.04K	Buy	+75	New	+$1.35K	﹤0.01%	1514

Other funds holding IIIV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth's IIIV Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in i3 Verticals (IIIV) in Q3 2026: 75 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings.

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

TD Private Client Wealth held 75 shares of i3 Verticals worth $1.04K as of Q3 2026.
i3 Verticals was a new TD Private Client Wealth position in Q3 2026.
i3 Verticals made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1514 holding.
34 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.