ASSETMARK, INC

Position in GS — Goldman Sachs Group Inc

CIK 1344551 CONCORD, CA

Position in GS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$36,223,227

+$8,033,149 QoQ

Shares Held

35,816

+7.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#347

of 3,113 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $216,988,342 across 35 Capital Markets names. GS ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	1,191,983	$109,984,271
2	MS	Morgan Stanley	179,567	$37,536,685
3	GS	Goldman Sachs Group Inc This page	35,816	$36,223,227
4	HOOD	Robinhood Markets, Inc.	125,549	$12,590,053
5	TW	Tradeweb Markets Inc.	62,132	$6,192,075
6	XP	XP Inc.	322,904	$5,250,419
7	SF	Stifel Financial Corp	34,098	$2,379,017
8	NMR	Nomura Holdings Inc	239,148	$2,099,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,223,227	35,816	+7.5%	Shares	Sole	2026-07-30
2026-03-31	$28,190,078	33,322	-3.5%	Shares	Sole	2026-05-06
2025-12-31	$30,345,717	34,523	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$27,259,856	34,231	+94.8%	Shares	Sole	2025-11-06
2025-06-30	$12,436,583	17,572	+10.7%	Shares	Sole	2025-08-04
2025-03-31	$8,670,168	15,871	+60.4%	Shares	Sole	2025-05-06
2024-12-31	$5,666,074	9,895	+22.0%	Shares	Sole	2025-02-06
2024-09-30	$4,014,351	8,108	-41.5%	Shares	Sole	2024-11-01
2024-06-30	$6,263,727	13,848	-19.6%	Shares	Sole	2024-08-13
2024-03-31	$7,193,039	17,221	-24.7%	Shares	Sole	2024-05-07
2023-12-31	$8,827,189	22,882	+33.0%	Shares	Sole	2024-02-09
2023-09-30	$5,567,992	17,208	+8.0%	Shares	Sole	2023-10-27
2023-06-30	$5,138,384	15,931	+10.0%	Shares	Defined	2023-08-11
2023-03-31	$4,737,861	14,484	+13.7%	Shares	Defined	2023-05-05
2022-12-31	$4,375,691	12,743	+37.7%	Shares	Defined	2023-02-10
2022-09-30	$2,711,005	9,251	+32.7%	Shares	Sole	2022-11-01
2022-06-30	$2,070,229	6,970	+31.8%	Shares	Sole	2022-08-03
2022-03-31	$1,745,898	5,289	+57.7%	Shares	Sole	2022-05-13
2021-12-31	$1,282,690	3,353	+29.6%	Shares	Sole	2022-02-14
2021-09-30	$977,963	2,587	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$962,108	2,535	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$837,447	2,561	-0.3%	Shares	Sole	2021-05-14
2020-12-31	$677,207	2,568	-0.5%	Shares	Sole	2021-02-10
2020-09-30	$518,703	2,581	+2.0%	Shares	Sole	2020-11-13
2020-06-30	$499,978	2,530	-45.9%	Shares	Sole	2020-08-11
2020-03-31	$722,708	4,675	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.