AssetMark Inc’s Armour Residential REIT ARR Stock Holding History

AssetMark Inc’s Portfolio ARR Stock Details ARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$138	Buy	+10	New	+$161	﹤0.01%	3663
2026 Q1	–	Sell	-5	Closed	-$88	–	3448
2025 Q4	$88	Hold	5	–	–	﹤0.01%	3312
2025 Q3	$75	Buy	+5	New	+$78	﹤0.01%	3135
2018 Q1	–	Sell	-7	Closed	-$1K	–	1436
2017 Q4	$1K	Buy	+7	New	+$901	﹤0.01%	1547

Other funds holding ARR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $23.1M AUM 4.22% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AssetMark Inc's ARR Position: Q3 2026 in Review

AssetMark Inc opened a new position in Armour Residential REIT (ARR) in Q3 2026: 10 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #3663 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in ARR as recently as Q4 2025.

AssetMark Inc first reported a position in ARR in Q4 2017 and has held it in 4 quarters since. The position peaked at $1K in Q4 2017. 83 funds tracked by Wall St. Rank hold ARR as of Q3 2026.

AssetMark Inc held 10 shares of Armour Residential REIT worth $138 as of Q3 2026.
Armour Residential REIT was a new AssetMark Inc position in Q3 2026.
Armour Residential REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3663 holding.
AssetMark Inc first reported a position in Armour Residential REIT in Q4 2017 and has held it in 4 quarters since.
AssetMark Inc's Armour Residential REIT position peaked at $1K in Q4 2017.
83 funds tracked by Wall St. Rank held Armour Residential REIT as of Q3 2026.

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