ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,198 positions · $17,576,914,234 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

43 quarters · across all stocks

Holdings in ALLE

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $20,088,812 138,267
2025-12-31 $18,495,950 116,166
2025-09-30 $17,298,896 97,541
2025-06-30 $11,439,669 79,376
2025-03-31 $4,281,697 32,820
2024-12-31 $3,083,133 23,593
2024-09-30 $1,327,982 9,112
2024-06-30 $988,797 8,369
2024-03-31 $1,096,808 8,142
2023-12-31 $1,022,514 8,071