Zurich Cantonal Bank
IIIV icon

Zurich Cantonal Bank’s i3 Verticals IIIV Stock Holding History

Zurich Cantonal 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
Q2 		$221K Hold
10,343
– – ﹤0.01% 2290
2026
Q1 		$231K Buy
10,343
+2,492
+32% +$58K ﹤0.01% 2199
2025
Q4 		$198K Hold
7,851
– – ﹤0.01% 2230
2025
Q3 		$255K Hold
7,851
– – ﹤0.01% 2077
2025
Q2 		$216K Buy
7,851
+2,859
+57% +$71.7K ﹤0.01% 2098
2025
Q1 		$123K Hold
4,992
– – ﹤0.01% 2318
2024
Q4 		$115K Hold
4,992
– – ﹤0.01% 2385
2024
Q3 		$106K Hold
4,992
– – ﹤0.01% 2402
2024
Q2 		$110K Hold
4,992
– – ﹤0.01% 2335
2024
Q1 		$114K Hold
4,992
– – ﹤0.01% 2333
2023
Q4 		$106K Buy
4,992
+1,345
+37% +$27K ﹤0.01% 2423
2023
Q3 		$77.1K Hold
3,647
– – ﹤0.01% 2474
2023
Q2 		$83.4K Hold
3,647
– – ﹤0.01% 2425
2023
Q1 		$89.5K Hold
3,647
– – ﹤0.01% 2346
2022
Q4 		$88.8K Sell
3,647
-3,044
-45% -$68.7K ﹤0.01% 2346
2022
Q3 		$134K Hold
6,691
– – ﹤0.01% 2001
2022
Q2 		$167K Hold
6,691
– – ﹤0.01% 1906
2022
Q1 		$186K Hold
6,691
– – ﹤0.01% 1935
2021
Q4 		$152K Buy
+6,691
New +$150K ﹤0.01% 2265

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
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Zurich Cantonal Bank's IIIV Position: Q2 2026 in Review

Zurich Cantonal Bank held its i3 Verticals (IIIV) position steady in Q2 2026 at 10,343 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Zurich Cantonal Bank first reported a position in IIIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $255K in Q3 2025. 134 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Zurich Cantonal Bank held 10,343 shares of i3 Verticals worth $221K as of Q2 2026.
  • Zurich Cantonal Bank left its i3 Verticals share count unchanged in Q2 2026.
  • i3 Verticals made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2290 holding.
  • Zurich Cantonal Bank first reported a position in i3 Verticals in Q4 2021 and has held it in 19 quarters since.
  • Zurich Cantonal Bank's i3 Verticals position peaked at $255K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.