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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of CADE by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−389−100.0%Sold outHolders
Q4 2025389$16.7K<0.1%+136+53.8%AddedHolders
Q3 2025253$9.50K<0.1%+126+99.2%AddedHolders
Q2 2025127$4.06K<0.1%+81+176.1%AddedHolders
Q1 202546$1.40K<0.1%00.0%UnchangedHolders
Q4 202446$1.58K<0.1%+35+318.2%AddedHolders
Q3 202411$350<0.1%+11NewHolders
Q1 20220$00.0%−498−100.0%Sold outHolders
Q4 2021498$15.0K<0.1%−216−30.3%ReducedHolders
Q3 2021714$16.0K<0.1%+14+2.0%AddedHolders
Q2 2021700$15.0K<0.1%+700NewHolders