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ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,198 positions · $17,576,902,816 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BDX

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $55,887,246 355,449
2025-12-31 $41,332,955 270,910
2025-09-30 $33,250,185 225,967
2025-06-30 $20,471,213 151,172
2025-03-31 $12,673,571 70,378
2024-12-31 $9,128,306 51,180
2024-09-30 $6,423,267 33,888
2024-06-30 $5,821,437 31,684
2024-03-31 $6,027,898 30,986
2023-12-31 $5,656,969 29,511
2023-09-30 $5,734,408 28,214
2023-06-30 $4,960,356 23,899
2023-03-31 $4,059,694 20,861
2022-12-31 $3,672,756 18,371
2022-09-30 $2,508,764 14,321
2022-06-30 $2,195,900 11,330
2022-03-31 $1,169,844 5,734
2021-12-31 $283,922 1,472
2021-09-30 $132,921 705
2021-06-30 $125,530 673
2021-03-31 $118,050 633
2020-12-31 $226,268 1,179
2020-09-30 $238,069 1,334
2020-06-30 $313,631 1,709
2020-03-31 $244,256 1,386