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Thurston Springer Miller Herd & Titak’s i3 Verticals IIIV Stock Holding History

Thurston Springer Miller Herd & Titak’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
-400
Closed -$10.1K – 1376
2025
Q4 		$10.1K Buy
+400
New +$11.3K ﹤0.01% 925

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 53.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
Vanguard Capital Management
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

Thurston Springer Miller Herd & Titak's IIIV Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of i3 Verticals (IIIV) in Q1 2026, closing a stake of 400 shares — an estimated $10.1K sold.

Thurston Springer Miller Herd & Titak first reported a position in IIIV in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining i3 Verticals position as of Q1 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 400 i3 Verticals shares in Q1 2026, an estimated $10.1K.
  • Thurston Springer Miller Herd & Titak first reported a position in i3 Verticals in Q4 2025 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's i3 Verticals position peaked at $10.1K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.