AssetMark Inc
BSY icon

AssetMark Inc’s Bentley Systems BSY Stock Holding History

AssetMark Inc’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Sell
9,209
-91
-1% -$3.06K ﹤0.01% 1376
2026
Q2 		$278K Buy
9,300
+3,530
+61% +$115K ﹤0.01% 1353
2026
Q1 		$203K Buy
5,770
+4,950
+604% +$182K ﹤0.01% 1351
2025
Q4 		$31.3K Buy
820
+115
+16% +$5.24K ﹤0.01% 1861
2025
Q3 		$36.3K Sell
705
-23
-3% -$1.26K ﹤0.01% 1746
2025
Q2 		$39.3K Buy
728
+635
+683% +$29.4K ﹤0.01% 1631
2025
Q1 		$3.66K Sell
93
-1,909
-95% -$85.2K ﹤0.01% 2056
2024
Q4 		$93.5K Sell
2,002
-17
-0.8% -$829 ﹤0.01% 1263
2024
Q3 		$103K Buy
2,019
+188
+10% +$9.26K ﹤0.01% 1146
2024
Q2 		$90.4K Buy
1,831
+199
+12% +$10.3K ﹤0.01% 1126
2024
Q1 		$85.2K Sell
1,632
-34
-2% -$1.71K ﹤0.01% 1071
2023
Q4 		$86.9K Buy
1,666
+952
+133% +$48.9K ﹤0.01% 1064
2023
Q3 		$35.8K Buy
714
+72
+11% +$3.62K ﹤0.01% 1164
2023
Q2 		$34.8K Buy
+642
New +$30K ﹤0.01% 1146

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
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
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's BSY Position: Q3 2026 in Review

AssetMark Inc reduced its Bentley Systems (BSY) stake by 0.98% in Q3 2026, selling an estimated $3.06K and leaving 9,209 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

AssetMark Inc first reported a position in BSY in Q2 2023 and has held it in 14 quarters since. 165 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • AssetMark Inc held 9,209 shares of Bentley Systems worth $294K as of Q3 2026.
  • AssetMark Inc sold 91 Bentley Systems shares in Q3 2026, an estimated $3.06K.
  • Bentley Systems made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1376 holding.
  • AssetMark Inc first reported a position in Bentley Systems in Q2 2023 and has held it in 14 quarters since.
  • 165 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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