WesBanco Bank’s i3 Verticals IIIV Stock Holding History

WesBanco Bank’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	$1.45M	Hold	64,947	–	–	0.04%	293
2025 Q4	$1.64M	Hold	64,947	–	–	0.05%	275
2025 Q3	$2.11M	Hold	64,947	–	–	0.06%	229
2025 Q2	$1.78M	Hold	64,947	–	–	0.05%	255
2025 Q1	$1.6M	Hold	64,947	–	–	0.06%	240
2024 Q4	$1.5M	Hold	64,947	–	–	0.05%	255
2024 Q3	$1.38M	Hold	64,947	–	–	0.05%	267
2024 Q2	$1.43M	Hold	64,947	–	–	0.05%	236
2024 Q1	$1.49M	Buy	+64,947	New	+$1.35M	0.06%	231
2023 Q4	–	Sell	-49,547	Closed	-$1.05M	–	463
2023 Q3	$1.05M	Buy	49,547 +13,600	+38%	+$315K	0.05%	268
2023 Q2	$822K	Hold	35,947	–	–	0.03%	311
2023 Q1	$882K	Sell	35,947 -13,391	-27%	-$351K	0.04%	297
2022 Q4	$1.2M	Buy	+49,338	New	+$1.11M	0.05%	243
2022 Q3	–	Sell	-49,338	Closed	-$1.23M	–	446
2022 Q2	$1.23M	Hold	49,338	–	–	0.05%	232
2022 Q1	$1.38M	Hold	49,338	–	–	0.05%	241
2021 Q4	$1.12M	Sell	49,338 -40,157	-45%	-$900K	0.04%	282
2021 Q3	$2.17M	Hold	89,495	–	–	0.08%	190
2021 Q2	$2.71M	Hold	89,495	–	–	0.1%	177
2021 Q1	$2.79M	Buy	+89,495	New	+$2.85M	0.11%	169
2020 Q3	$2.26M	Hold	89,495	–	–	0.1%	167
2020 Q2	$2.71M	Hold	89,495	–	–	0.13%	143
2020 Q1	$1.71M	Hold	89,495	–	–	0.1%	174
2019 Q4	$2.53M	Hold	89,495	–	–	0.12%	158
2019 Q3	$1.8M	Buy	89,495 +18,289	+26%	+$449K	0.09%	196
2019 Q2	$2.1M	Hold	71,206	–	–	0.1%	182
2019 Q1	$1.71M	Hold	71,206	–	–	0.09%	193
2018 Q4	$1.72M	Buy	71,206 +12,618	+22%	+$264K	0.1%	166
2018 Q3	$1.35M	Buy	+58,588	New	+$1.05M	0.07%	227

Other funds holding IIIV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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