AssetMark Inc
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AssetMark Inc’s DoubleVerify DV Stock Holding History

AssetMark Inc’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$715 Buy
+53
New +$666 ﹤0.01% 3314
2026
Q1 		– Sell
-10
Closed -$114 – 3482
2025
Q4 		$114 Sell
10
-47
-82% -$518 ﹤0.01% 3300
2025
Q3 		$683 Sell
57
-233
-80% -$3.46K ﹤0.01% 2873
2025
Q2 		$4.34K Sell
290
-3,567
-92% -$48.9K ﹤0.01% 2176
2025
Q1 		$51.6K Sell
3,857
-433
-10% -$8.02K ﹤0.01% 1437
2024
Q4 		$82.4K Sell
4,290
-347
-7% -$6.54K ﹤0.01% 1290
2024
Q3 		$78.1K Buy
4,637
+557
+14% +$10.6K ﹤0.01% 1197
2024
Q2 		$79.4K Sell
4,080
-382
-9% -$9.23K ﹤0.01% 1144
2024
Q1 		$157K Buy
4,462
+265
+6% +$9.9K ﹤0.01% 984
2023
Q4 		$154K Buy
4,197
+918
+28% +$28.6K ﹤0.01% 964
2023
Q3 		$91.6K Buy
3,279
+430
+15% +$14.7K ﹤0.01% 999
2023
Q2 		$111K Buy
2,849
+816
+40% +$26.3K ﹤0.01% 931
2023
Q1 		$61.3K Buy
2,033
+760
+60% +$19.9K ﹤0.01% 984
2022
Q4 		$28K Buy
1,273
+645
+103% +$16.8K ﹤0.01% 1152
2022
Q3 		$17K Buy
628
+323
+106% +$8.33K ﹤0.01% 1155
2022
Q2 		$7K Buy
305
+172
+129% +$3.87K ﹤0.01% 1258
2022
Q1 		$3K Buy
+133
New +$3.46K ﹤0.01% 1352

Other funds holding DV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc's DV Position: Q3 2026 in Review

AssetMark Inc opened a new position in DoubleVerify (DV) in Q3 2026: 53 shares worth $715. The stake represents ﹤0.01% of the portfolio and ranks #3314 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in DV as recently as Q4 2025.

AssetMark Inc first reported a position in DV in Q1 2022 and has held it in 17 quarters since. The position peaked at $157K in Q1 2024. 108 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • AssetMark Inc held 53 shares of DoubleVerify worth $715 as of Q3 2026.
  • DoubleVerify was a new AssetMark Inc position in Q3 2026.
  • DoubleVerify made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3314 holding.
  • AssetMark Inc first reported a position in DoubleVerify in Q1 2022 and has held it in 17 quarters since.
  • AssetMark Inc's DoubleVerify position peaked at $157K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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