AssetMark Inc’s Boyd Group Services BGSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$58.4K Buy
457
+87
+24% +$14K ﹤0.01% 1700
2025
Q4
$58.9K Buy
+370
New +$59.3K ﹤0.01% 1660

Other funds holding BGSI

AssetMark Inc's BGSI Position: Q1 2026 in Review

AssetMark Inc increased its Boyd Group Services (BGSI) stake by 24% in Q1 2026, buying an estimated $14K and bringing the position to 457 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

AssetMark Inc first reported a position in BGSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $58.9K in Q4 2025. 119 funds tracked by Wall St. Rank hold BGSI as of Q1 2026.

  • AssetMark Inc held 457 shares of Boyd Group Services worth $58.4K as of Q1 2026.
  • AssetMark Inc bought 87 Boyd Group Services shares in Q1 2026, an estimated $14K.
  • Boyd Group Services made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1700 holding.
  • AssetMark Inc first reported a position in Boyd Group Services in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Boyd Group Services position peaked at $58.9K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Boyd Group Services as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.