AssetMark Inc’s CSG Systems International CSGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-958
Closed -$76.6K 3575
2026
Q1
$76.6K Buy
958
+114
+14% +$9.08K ﹤0.01% 1625
2025
Q4
$64.7K Sell
844
-73
-8% -$5.39K ﹤0.01% 1625
2025
Q3
$59K Buy
917
+12
+1% +$764 ﹤0.01% 1579
2025
Q2
$59.1K Buy
905
+193
+27% +$12K ﹤0.01% 1511
2025
Q1
$43.1K Buy
712
+28
+4% +$1.66K ﹤0.01% 1481
2024
Q4
$35K Buy
684
+64
+10% +$3.29K ﹤0.01% 1515
2024
Q3
$30.2K Buy
620
+236
+61% +$10.8K ﹤0.01% 1411
2024
Q2
$15.8K Sell
384
-132
-26% -$5.85K ﹤0.01% 1422
2024
Q1
$26.6K Sell
516
-41,823
-99% -$2.17M ﹤0.01% 1245
2023
Q4
$2.25M Buy
42,339
+1,353
+3% +$69.3K 0.01% 514
2023
Q3
$2.1M Buy
40,986
+2,661
+7% +$141K 0.01% 495
2023
Q2
$2.02M Buy
38,325
+280
+0.7% +$14.3K 0.01% 477
2023
Q1
$2.04M Buy
38,045
+1,916
+5% +$109K 0.01% 447
2022
Q4
$2.07M Buy
36,129
+2,008
+6% +$118K 0.01% 428
2022
Q3
$1.8M Buy
34,121
+33,494
+5,342% +$1.95M 0.01% 404
2022
Q2
$37K Buy
627
+620
+8,857% +$37.6K ﹤0.01% 994
2022
Q1
$0 Hold
7
﹤0.01% 1580
2021
Q4
$0 Hold
7
﹤0.01% 1524
2021
Q3
$0 Hold
7
﹤0.01% 1407
2021
Q2
$0 Hold
7
﹤0.01% 1353
2021
Q1
$0 Sell
7
-10,039
-100% -$463K ﹤0.01% 1356
2020
Q4
$453K Buy
10,046
+3,304
+49% +$141K ﹤0.01% 443
2020
Q3
$276K Buy
6,742
+3,260
+94% +$136K ﹤0.01% 479
2020
Q2
$144K Buy
+3,482
New +$159K ﹤0.01% 533
2018
Q1
Sell
-11
Closed 1526
2017
Q4
$0 Buy
+11
New +$475 ﹤0.01% 1912

Other funds holding CSGS

AssetMark Inc's CSGS Position: Q2 2026 in Review

AssetMark Inc sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 958 shares — an estimated $76.6K sold.

AssetMark Inc first reported a position in CSGS in Q4 2017 and held it in 25 quarters. The position peaked at $2.25M in Q4 2023. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • AssetMark Inc reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 958 CSG Systems International shares in Q2 2026, an estimated $76.6K.
  • AssetMark Inc first reported a position in CSG Systems International in Q4 2017 and held it in 25 quarters.
  • AssetMark Inc's CSG Systems International position peaked at $2.25M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.