ASSETMARK, INC

Position in SONY — Sony Group Corp

CIK 1344551 CONCORD, CA

Position in SONY

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

Position Value

$34,878,602

+$479,591 QoQ

Shares Held

1,738,714

+4.6% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#38

of 737 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASSETMARK, INC holds $928,515,637 across 3 Consumer Electronics names. SONY ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	3,088,319	$893,635,985
2	SONY	Sony Group Corp This page	1,738,714	$34,878,602
3	LPL	LG Display Co., Ltd.	270	$1,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,878,602	1,738,714	+4.6%	Shares	Sole	2026-07-30
2026-03-31	$34,399,011	1,661,788	-1.7%	Shares	Sole	2026-05-06
2025-12-31	$43,274,060	1,690,393	+15.8%	Shares	Sole	2026-01-23
2025-09-30	$42,032,104	1,459,955	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$38,253,583	1,469,596	+175.6%	Shares	Sole	2025-08-04
2025-03-31	$13,536,805	533,155	-2.9%	Shares	Sole	2025-05-06
2024-12-31	$11,617,644	549,038	+448.1%	Shares	Sole	2025-02-06
2024-09-30	$9,672,934	100,165	+4.1%	Shares	Sole	2024-11-01
2024-06-30	$8,175,588	96,240	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$8,209,090	95,744	-0.6%	Shares	Sole	2024-05-07
2023-12-31	$9,123,665	96,353	+5.0%	Shares	Sole	2024-02-09
2023-09-30	$7,561,941	91,760	+4.4%	Shares	Sole	2023-10-27
2023-06-30	$7,914,876	87,904	+0.6%	Shares	Defined	2023-08-11
2023-03-31	$7,918,458	87,352	+11.3%	Shares	Defined	2023-05-05
2022-12-31	$5,984,471	78,454	-8.8%	Shares	Defined	2023-02-10
2022-09-30	$5,510,349	86,032	-4.6%	Shares	Sole	2022-11-01
2022-06-30	$7,375,326	90,196	+3.6%	Shares	Sole	2022-08-03
2022-03-31	$8,945,013	87,090	+4.3%	Shares	Sole	2022-05-13
2021-12-31	$10,559,076	83,537	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$9,261,185	83,751	+1.5%	Shares	Sole	2021-11-12
2021-06-30	$8,021,427	82,508	+14.6%	Shares	Sole	2021-08-16
2021-03-31	$7,630,281	71,977	-1.6%	Shares	Sole	2021-05-14
2020-12-31	$7,395,262	73,148	-0.3%	Shares	Sole	2021-02-10
2020-09-30	$5,629,459	73,348	+1.8%	Shares	Sole	2020-11-13
2020-06-30	$4,980,539	72,046	-0.0%	Shares	Sole	2020-08-11
2020-03-31	$4,264,333	72,057	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.