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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 UAL

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $148,900,851 1,617,257
2025-12-31 $178,343,507 1,594,916
2025-09-30 $159,669,382 1,654,605
2025-06-30 $116,961,977 1,468,818
2025-03-31 $22,408,244 324,522
2024-12-31 $2,314,669 23,838
2024-09-30 $5,192 91
2024-06-30 $3,114 64
2023-12-31 $536 13
2023-09-30 $84 2
2022-12-31 $452 12
2022-09-30 $390 12
2022-06-30 $425 12
2022-03-31 $556 12
2021-12-31 $525 12
2021-09-30 $570 12
2021-06-30 $627 12
2021-03-31 $690 12
2020-12-31 $519 12
2020-09-30 $417 12
2020-06-30 $415 12
2020-03-31 $840,839 26,651