AssetMark Inc
AVEX icon

AssetMark Inc’s AEVEX Corp AVEX Stock Holding History

AssetMark Inc’s Portfolio AVEX Stock Details AVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$138K Buy
9,093
+3,172
+54% +$55K ﹤0.01% 1565
2026
Q2 		$124K Buy
+5,921
New +$154K ﹤0.01% 1572

Other funds holding AVEX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

AssetMark Inc's AVEX Position: Q3 2026 in Review

AssetMark Inc increased its AEVEX Corp (AVEX) stake by 54% in Q3 2026, buying an estimated $55K and bringing the position to 9,093 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

AssetMark Inc first reported a position in AVEX in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold AVEX as of Q3 2026.

  • AssetMark Inc held 9,093 shares of AEVEX Corp worth $138K as of Q3 2026.
  • AssetMark Inc bought 3,172 AEVEX Corp shares in Q3 2026, an estimated $55K.
  • AEVEX Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1565 holding.
  • AssetMark Inc first reported a position in AEVEX Corp in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held AEVEX Corp as of Q3 2026.

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