AssetMark Inc’s KE Holdings BEKE Stock Holding History

AssetMark Inc’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.1K	Buy	764 +75	+11%	+$1.24K	﹤0.01%	2411
2026 Q1	$10.3K	Sell	689 -302	-30%	-$5.18K	﹤0.01%	2305
2025 Q4	$15.6K	Buy	991 +149	+18%	+$2.56K	﹤0.01%	2067
2025 Q3	$16K	Buy	842 +339	+67%	+$6.36K	﹤0.01%	1986
2025 Q2	$8.92K	Buy	503 +87	+21%	+$1.67K	﹤0.01%	1981
2025 Q1	$8.36K	Buy	+416	New	+$8.24K	﹤0.01%	1885

Other funds holding BEKE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HCVG

H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

AssetMark Inc's BEKE Position: Q2 2026 in Review

AssetMark Inc increased its KE Holdings (BEKE) stake by 11% in Q2 2026, buying an estimated $1.24K and bringing the position to 764 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

AssetMark Inc first reported a position in BEKE in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q3 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

AssetMark Inc held 764 shares of KE Holdings worth $11.1K as of Q2 2026.
AssetMark Inc bought 75 KE Holdings shares in Q2 2026, an estimated $1.24K.
KE Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2411 holding.
AssetMark Inc first reported a position in KE Holdings in Q1 2025 and has held it in 6 quarters since.
AssetMark Inc's KE Holdings position peaked at $16K in Q3 2025.
204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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