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ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,204 positions · $17,698,301,452 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in FANG

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $60,130,929 304,014
2025-12-31 $44,790,071 297,945
2025-09-30 $36,724,897 256,638
2025-06-30 $34,446,454 250,702
2025-03-31 $35,900,574 224,547
2024-12-31 $34,701,487 211,814
2024-09-30 $34,277,947 198,828
2024-06-30 $38,366,813 191,652
2024-03-31 $38,616,397 194,865
2023-12-31 $31,005,454 199,932
2023-09-30 $126,536 817
2023-06-30 $228,435 1,739
2023-03-31 $253,443 1,875
2022-12-31 $446,586 3,265
2022-09-30 $417,634 3,467
2022-06-30 $392,041 3,236
2022-03-31 $302,124 2,204
2021-12-31 $15,638 145
2021-09-30 $13,159 139
2021-06-30 $13,238 141
2021-03-31 $2,645 36
2020-12-31 $6,146 127
2020-09-30 $963 32
2020-06-30 $1,338 32
2020-03-31 $2,200 84