AssetMark Inc
BOX icon

AssetMark Inc’s Box BOX Stock Holding History

AssetMark Inc’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.5K Buy
553
+11
+2% +$354 ﹤0.01% 2286
2026
Q2 		$14.4K Buy
542
+362
+201% +$9.04K ﹤0.01% 2317
2026
Q1 		$4.26K Sell
180
-230
-56% -$5.79K ﹤0.01% 2627
2025
Q4 		$12.3K Buy
410
+195
+91% +$6.12K ﹤0.01% 2160
2025
Q3 		$6.94K Buy
215
+139
+183% +$4.5K ﹤0.01% 2240
2025
Q2 		$2.6K Buy
76
+50
+192% +$1.64K ﹤0.01% 2351
2025
Q1 		$802 Sell
26
-156
-86% -$5.05K ﹤0.01% 2334
2024
Q4 		$5.75K Buy
182
+130
+250% +$4.26K ﹤0.01% 1900
2024
Q3 		$1.7K Buy
+52
New +$1.52K ﹤0.01% 1906

Other funds holding BOX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc's BOX Position: Q3 2026 in Review

AssetMark Inc increased its Box (BOX) stake by 2% in Q3 2026, buying an estimated $354 and bringing the position to 553 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

AssetMark Inc first reported a position in BOX in Q3 2024 and has held it in 9 quarters since. 183 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • AssetMark Inc held 553 shares of Box worth $18.5K as of Q3 2026.
  • AssetMark Inc bought 11 Box shares in Q3 2026, an estimated $354.
  • Box made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2286 holding.
  • AssetMark Inc first reported a position in Box in Q3 2024 and has held it in 9 quarters since.
  • 183 funds tracked by Wall St. Rank held Box as of Q3 2026.

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