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ASSETMARK, INC

CIK
1344551
City
CONCORD
State / Country
CA

Top Portfolio Positions

2,204 positions · $17,695,977,732 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in IQV

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $31,291,190 183,483
2025-12-31 $38,911,401 172,625
2025-09-30 $24,538,158 129,189
2025-06-30 $18,479,160 117,261
2025-03-31 $9,071,163 51,453
2024-12-31 $9,694,427 49,333
2024-09-30 $54,029 228
2024-06-30 $6,766 32
2024-03-31 $3,034 12
2023-12-31 $13,188 57
2023-09-30 $4,328 22
2023-06-30 $2,922 13
2023-03-31 $2,585 13
2022-12-31 $3,073 15
2022-09-30 $2,717 15
2022-06-30 $4,773 22
2022-03-31 $4,855 21
2021-12-31 $27,649 98
2021-09-30 $3,581,123 14,950
2021-06-30 $4,846 20
2020-12-31 $2,150 12
2020-03-31 $86,719 804