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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

FOCS holding history

Focus Financial Partners 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.

FOCS overviewAll 13F holders of FOCSFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of FOCS by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,559−100.0%Sold outHolders
Q2 20232,559$134.4K<0.1%+671+35.5%AddedHolders
Q1 20231,888$97.9K<0.1%−592−23.9%ReducedHolders
Q4 20222,480$92.4K<0.1%+570+29.8%AddedHolders
Q3 20221,910$60.0K<0.1%+621+48.2%AddedHolders
Q2 20221,289$44.0K<0.1%+706+121.1%AddedHolders
Q1 2022583$27.0K<0.1%+583NewHolders