AssetMark Inc
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AssetMark Inc’s Blackstone BX Stock Holding History

AssetMark Inc’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.61M Buy
59,013
+1,631
+3% +$213K 0.01% 672
2026
Q2 		$6.75M Buy
57,382
+4,529
+9% +$544K 0.01% 650
2026
Q1 		$6.08M Sell
52,853
-13,625
-20% -$1.77M 0.01% 619
2025
Q4 		$10.2M Sell
66,478
-10,259
-13% -$1.56M 0.02% 489
2025
Q3 		$13.1M Buy
76,737
+1,339
+2% +$229K 0.03% 389
2025
Q2 		$11.3M Buy
75,398
+6,740
+10% +$926K 0.03% 383
2025
Q1 		$9.6M Buy
68,658
+3,186
+5% +$517K 0.03% 372
2024
Q4 		$11.3M Buy
65,472
+5,290
+9% +$922K 0.03% 341
2024
Q3 		$9.22M Buy
60,182
+11,441
+23% +$1.59M 0.03% 339
2024
Q2 		$6.03M Buy
48,741
+20,427
+72% +$2.51M 0.02% 395
2024
Q1 		$3.72M Buy
28,314
+2,804
+11% +$350K 0.01% 468
2023
Q4 		$3.34M Buy
25,510
+2,648
+12% +$286K 0.01% 455
2023
Q3 		$2.45M Buy
22,862
+4,107
+22% +$428K 0.01% 470
2023
Q2 		$1.74M Buy
18,755
+3,374
+22% +$291K 0.01% 504
2023
Q1 		$1.35M Buy
15,381
+1,458
+10% +$129K 0.01% 537
2022
Q4 		$1.03M Buy
13,923
+9,691
+229% +$837K ﹤0.01% 572
2022
Q3 		$354K Buy
4,232
+555
+15% +$53.8K ﹤0.01% 705
2022
Q2 		$335K Sell
3,677
-104
-3% -$11.2K ﹤0.01% 677
2022
Q1 		$480K Sell
3,781
-134
-3% -$16.3K ﹤0.01% 620
2021
Q4 		$507K Buy
3,915
+3,621
+1,232% +$483K ﹤0.01% 539
2021
Q3 		$34K Buy
294
+136
+86% +$15.8K ﹤0.01% 845
2021
Q2 		$15K Buy
+158
New +$14K ﹤0.01% 936
2020
Q4 		– Sell
-130
Closed -$7K – 1392
2020
Q3 		$7K Buy
+130
New +$6.96K ﹤0.01% 949
2017
Q2 		– Sell
-500
Closed -$15K – 1376
2017
Q1 		$15K Buy
+500
New +$15K ﹤0.01% 925

Other funds holding BX

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

AssetMark Inc's BX Position: Q3 2026 in Review

AssetMark Inc increased its Blackstone (BX) stake by 2.8% in Q3 2026, buying an estimated $213K and bringing the position to 59,013 shares worth $6.61M. The position accounts for 0.01% of the portfolio, ranked #672.

AssetMark Inc first reported a position in BX in Q1 2017 and has held it in 24 quarters since. The position peaked at $13.1M in Q3 2025. 1,094 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • AssetMark Inc held 59,013 shares of Blackstone worth $6.61M as of Q3 2026.
  • AssetMark Inc bought 1,631 Blackstone shares in Q3 2026, an estimated $213K.
  • Blackstone made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #672 holding.
  • AssetMark Inc first reported a position in Blackstone in Q1 2017 and has held it in 24 quarters since.
  • AssetMark Inc's Blackstone position peaked at $13.1M in Q3 2025.
  • 1,094 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

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