AssetMark Inc’s American Realty Investors ARL Stock Holding History

AssetMark Inc’s Portfolio ARL Stock Details ARL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.88K	Buy	116 +58	+100%	+$940	﹤0.01%	3068
2026 Q2	$1.29K	Sell	58 -58	-50%	-$864	﹤0.01%	3095
2026 Q1	$1.79K	Buy	116 +58	+100%	+$964	﹤0.01%	2887
2025 Q4	$931	Buy	+58	New	+$915	﹤0.01%	2958

Other funds holding ARL

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc's ARL Position: Q3 2026 in Review

AssetMark Inc increased its American Realty Investors (ARL) stake by 100% in Q3 2026, buying an estimated $940 and bringing the position to 116 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

AssetMark Inc first reported a position in ARL in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold ARL as of Q3 2026.

AssetMark Inc held 116 shares of American Realty Investors worth $1.88K as of Q3 2026.
AssetMark Inc bought 58 American Realty Investors shares in Q3 2026, an estimated $940.
American Realty Investors made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3068 holding.
AssetMark Inc first reported a position in American Realty Investors in Q4 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held American Realty Investors as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.