Ownership history in INTRUST BANK NA Β· 5 quarters on record
This page tracks every 13F SEC filing in which INTRUST BANK NA reported a position in I3 VERTICALS INC (IIIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π INTRUST BANK NA underperformed the S&P 500 by β67.0% annually on this IIIV position. Timing score: 50% (2/4 decisions correct). Average cost basis: $25.61. Maximum drawdown during holding period: β2.7%.
β Significantly underperformed the S&P 500 by 67.0% ann.
2 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $24.34 (2022 Q4) Β· Worst: $32.46 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size