AssetMark Inc
CCSI icon

AssetMark Inc’s Consensus Cloud Solutions CCSI Stock Holding History

AssetMark Inc’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$558 Buy
16
+12
+300% +$442 ﹤0.01% 3375
2026
Q2 		$153 Buy
+4
New +$120 ﹤0.01% 3449
2022
Q1 		– Sell
-6
Closed – – 1560
2021
Q4 		$0 Buy
+6
New +$365 ﹤0.01% 1512

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Bridge City Capital
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Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AssetMark Inc's CCSI Position: Q3 2026 in Review

AssetMark Inc increased its Consensus Cloud Solutions (CCSI) stake by 300% in Q3 2026, buying an estimated $442 and bringing the position to 16 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

AssetMark Inc first reported a position in CCSI in Q4 2021 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

  • AssetMark Inc held 16 shares of Consensus Cloud Solutions worth $558 as of Q3 2026.
  • AssetMark Inc bought 12 Consensus Cloud Solutions shares in Q3 2026, an estimated $442.
  • Consensus Cloud Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3375 holding.
  • AssetMark Inc first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

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