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Livermore
Livermore
ZHEN

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
1,157,264
Value
$95.6M
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of WFC by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,157,264$95.6M0.2%+92,830+8.7%AddedHolders
Q1 20261,064,434$84.7M0.2%−32,353−2.9%ReducedHolders
Q4 20251,096,787$102.2M0.2%+121,823+12.5%AddedHolders
Q3 2025974,964$81.7M0.2%+138,167+16.5%AddedHolders
Q2 2025836,797$67.0M0.2%+246,156+41.7%AddedHolders
Q1 2025590,641$42.4M0.1%+50,264+9.3%AddedHolders
Q4 2024540,377$38.0M0.1%+157,660+41.2%AddedHolders
Q3 2024382,717$21.6M0.1%+20,149+5.6%AddedHolders
Q2 2024362,568$21.5M0.1%+25,101+7.4%AddedHolders
Q1 2024337,467$19.6M0.1%+934+0.3%AddedHolders
Q4 2023336,533$16.6M0.1%+22,492+7.2%AddedHolders
Q3 2023314,041$12.8M0.1%+15,182+5.1%AddedHolders
Q2 2023298,859$12.8M0.1%+31,311+11.7%AddedHolders
Q1 2023267,548$10.0M<0.1%+36,427+15.8%AddedHolders
Q4 2022231,121$9.54M<0.1%+53,235+29.9%AddedHolders
Q3 2022177,886$7.16M<0.1%+63,720+55.8%AddedHolders
Q2 2022114,166$4.47M<0.1%+61,797+118.0%AddedHolders
Q1 202252,369$2.54M<0.1%+36,401+228.0%AddedHolders
Q4 202115,968$766.0K<0.1%+13,273+492.5%AddedHolders
Q3 20212,695$125.0K<0.1%+1,125+71.7%AddedHolders
Q2 20211,570$71.0K<0.1%+1,570NewHolders