AssetMark Inc
CSQR icon

AssetMark Inc’s Csquare CSQR Stock Holding History

AssetMark Inc’s Portfolio CSQR Stock Details CSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.2K Buy
+1,591
New +$31.3K ﹤0.01% 2159

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Bank of New York Mellon
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Deutsche Bank
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Vanderbilt University
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc's CSQR Position: Q3 2026 in Review

AssetMark Inc opened a new position in Csquare (CSQR) in Q3 2026: 1,591 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #2159 among its holdings.

17 funds tracked by Wall St. Rank hold CSQR as of Q3 2026.

  • AssetMark Inc held 1,591 shares of Csquare worth $25.2K as of Q3 2026.
  • Csquare was a new AssetMark Inc position in Q3 2026.
  • Csquare made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2159 holding.
  • 17 funds tracked by Wall St. Rank held Csquare as of Q3 2026.

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