AssetMark Inc
ATI icon

AssetMark Inc’s ATI ATI Stock Holding History

AssetMark Inc’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.4K Buy
205
+53
+35% +$8.98K ﹤0.01% 1916
2026
Q1 		$22.1K Sell
152
-333
-69% -$46.4K ﹤0.01% 2015
2025
Q4 		$55.7K Buy
485
+69
+17% +$6.72K ﹤0.01% 1684
2025
Q3 		$33.8K Buy
416
+9
+2% +$729 ﹤0.01% 1775
2025
Q2 		$35.1K Buy
407
+47
+13% +$3.22K ﹤0.01% 1661
2025
Q1 		$18.7K Buy
360
+345
+2,300% +$19.6K ﹤0.01% 1721
2024
Q4 		$826 Buy
+15
New +$885 ﹤0.01% 2282
2024
Q1 		– Sell
-8
Closed -$364 – 1941
2023
Q4 		$364 Buy
+8
New +$332 ﹤0.01% 1703
2018
Q1 		– Sell
-1,675
Closed -$40K – 1444
2017
Q4 		$40K Sell
1,675
-190
-10% -$4.52K ﹤0.01% 840
2017
Q3 		$45K Sell
1,865
-327
-15% -$6.47K ﹤0.01% 723
2017
Q2 		$37K Sell
2,192
-16
-0.7% -$269 ﹤0.01% 747
2017
Q1 		$40K Sell
2,208
-663
-23% -$12.5K ﹤0.01% 698
2016
Q4 		$46K Sell
2,871
-255
-8% -$4.24K ﹤0.01% 638
2016
Q3 		$56K Buy
3,126
+179
+6% +$2.97K ﹤0.01% 583
2016
Q2 		$38K Buy
2,947
+64
+2% +$915 ﹤0.01% 663
2016
Q1 		$47K Buy
2,883
+1,198
+71% +$14.6K ﹤0.01% 567
2015
Q4 		$19K Buy
+1,685
New +$23.2K ﹤0.01% 804

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AssetMark Inc's ATI Position: Q2 2026 in Review

AssetMark Inc increased its ATI (ATI) stake by 35% in Q2 2026, buying an estimated $8.98K and bringing the position to 205 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

AssetMark Inc first reported a position in ATI in Q4 2015 and has held it in 17 quarters since. The position peaked at $56K in Q3 2016. 286 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • AssetMark Inc held 205 shares of ATI worth $40.4K as of Q2 2026.
  • AssetMark Inc bought 53 ATI shares in Q2 2026, an estimated $8.98K.
  • ATI made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1916 holding.
  • AssetMark Inc first reported a position in ATI in Q4 2015 and has held it in 17 quarters since.
  • AssetMark Inc's ATI position peaked at $56K in Q3 2016.
  • 286 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.