Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AGX holding history

Argan Inc in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGX overview All 13F holders of AGX Full Q2 2026 holdings

Shares (Q2 2026): 405
Value: $323.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2023

Holdings of AGX by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	405	$323.4K	<0.1%	+60+17.4%	Added	Holders
Q1 2026	345	$187.9K	<0.1%	+345	New	Holders
Q1 2024	0	$0	0.0%	−50−100.0%	Sold out	Holders
Q4 2023	50	$2.34K	<0.1%	+50	New	Holders