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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

SLM holding history

SLM 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.

SLM overviewAll 13F holders of SLMFull Q2 2026 holdings

Shares (Q2 2026)
165
Value
$4.28K
% of portfolio
<0.1%
Quarters held
10
Since Q2 2022
Holdings of SLM by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165$4.28K<0.1%+88+114.3%AddedHolders
Q1 202677$1.64K<0.1%−131−63.0%ReducedHolders
Q4 2025208$5.62K<0.1%+12+6.1%AddedHolders
Q3 2025196$5.42K<0.1%−6−3.0%ReducedHolders
Q2 2025202$6.62K<0.1%+144+248.3%AddedHolders
Q1 202558$1.70K<0.1%00.0%UnchangedHolders
Q4 202458$1.60K<0.1%+31+114.8%AddedHolders
Q3 202427$617<0.1%+27NewHolders
Q2 20240$00.0%−1−100.0%Sold outHolders
Q1 20241$22<0.1%+1NewHolders
Q3 20220$00.0%−59,436−100.0%Sold outHolders
Q2 202259,436$947.0K<0.1%+59,436NewHolders