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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

FULT holding history

Fulton Financial Corp 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.

FULT overviewAll 13F holders of FULTFull Q2 2026 holdings

Shares (Q2 2026)
139
Value
$3.36K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of FULT by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139$3.36K<0.1%−10−6.7%ReducedHolders
Q1 2026149$3.03K<0.1%−20−11.8%ReducedHolders
Q4 2025169$3.27K<0.1%+117+225.0%AddedHolders
Q3 202552$969<0.1%−249−82.7%ReducedHolders
Q2 2025301$5.43K<0.1%+301NewHolders
Q3 20210$00.0%−11,980−100.0%Sold outHolders
Q2 202111,980$189.0K<0.1%00.0%UnchangedHolders
Q1 202111,980$204.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.