AssetMark Inc
DV icon

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
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% +$9.86K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

AssetMark Inc's DV Position: Q1 2026 in Review

AssetMark Inc sold out of DoubleVerify (DV) in Q1 2026, closing a stake of 10 shares — an estimated $114 sold.

AssetMark Inc first reported a position in DV in Q1 2022 and held it in 16 quarters. The position peaked at $157K in Q1 2024. 329 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • AssetMark Inc reported no remaining DoubleVerify position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 10 DoubleVerify shares in Q1 2026, an estimated $114.
  • AssetMark Inc first reported a position in DoubleVerify in Q1 2022 and held it in 16 quarters.
  • AssetMark Inc's DoubleVerify position peaked at $157K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.