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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

KB holding history

KB Financial Group 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.

KB overviewAll 13F holders of KBFull Q2 2026 holdings

Shares (Q2 2026)
2,449
Value
$257.1K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of KB by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,449$257.1K<0.1%+1,313+115.6%AddedHolders
Q1 20261,136$113.3K<0.1%+189+20.0%AddedHolders
Q4 2025947$81.5K<0.1%+79+9.1%AddedHolders
Q3 2025868$72.0K<0.1%+643+285.8%AddedHolders
Q2 2025225$18.6K<0.1%+124+122.8%AddedHolders
Q1 2025101$5.46K<0.1%−27−21.1%ReducedHolders
Q4 2024128$7.28K<0.1%+45+54.2%AddedHolders
Q3 202483$5.13K<0.1%+46+124.3%AddedHolders
Q2 202437$2.10K<0.1%+37NewHolders
Q1 20230$00.0%−551−100.0%Sold outHolders
Q4 2022551$21.3K<0.1%+410+290.8%AddedHolders
Q3 2022141$4.00K<0.1%−390−73.4%ReducedHolders
Q2 2022531$20.0K<0.1%+168+46.3%AddedHolders
Q1 2022363$18.0K<0.1%+90+33.0%AddedHolders
Q4 2021273$13.0K<0.1%+49+21.9%AddedHolders
Q3 2021224$10.0K<0.1%−9,392−97.7%ReducedHolders
Q2 20219,616$474.0K<0.1%−24,125−71.5%ReducedHolders
Q1 202133,741$1.67M<0.1%––Holders

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