AssetMark Inc
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AssetMark Inc’s Caris Life Sciences CAI Stock Holding History

AssetMark Inc’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.66K Buy
+87
New +$1.95K ﹤0.01% 2963

Other funds holding CAI

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

AssetMark Inc's CAI Position: Q3 2026 in Review

AssetMark Inc opened a new position in Caris Life Sciences (CAI) in Q3 2026: 87 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #2963 among its holdings.

133 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • AssetMark Inc held 87 shares of Caris Life Sciences worth $2.66K as of Q3 2026.
  • Caris Life Sciences was a new AssetMark Inc position in Q3 2026.
  • Caris Life Sciences made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2963 holding.
  • 133 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

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