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ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,200 positions · $17,698,267,175 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in AFL

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $87,953,629 801,692
2025-12-31 $96,223,586 872,618
2025-09-30 $96,121,759 860,535
2025-06-30 $174,272,650 1,652,500
2025-03-31 $169,875,414 1,527,794
2024-12-31 $167,238,895 1,616,772
2024-09-30 $177,152,913 1,584,552
2024-06-30 $140,579,745 1,574,065
2024-03-31 $135,263,328 1,575,394
2023-12-31 $130,128,817 1,577,319
2023-09-30 $116,131,729 1,513,117
2023-06-30 $107,020,989 1,533,252
2023-03-31 $96,993,174 1,503,304
2022-12-31 $130,531,173 1,814,445
2022-09-30 $105,952,567 1,885,277
2022-06-30 $94,687,390 1,711,321
2022-03-31 $113,215,262 1,758,274
2021-12-31 $112,820,340 1,932,186
2021-09-30 $83,785,525 1,607,242
2021-06-30 $105,742,664 1,970,605
2021-03-31 $35,115,723 686,122
2020-12-31 $33,634,751 756,347
2020-09-30 $14,467,009 397,992
2020-06-30 $11,543,075 320,374
2020-03-31 $9,515,432 277,904