Zurich Cantonal Bank
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
GCM
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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 $4.04T AUM
RIM
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