AssetMark Inc
EXE

AssetMark Inc’s Expand Energy Corp EXE Stock Holding History

AssetMark Inc’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Buy
1,569
+1,122
+251% +$107K ﹤0.01% 1534
2026
Q1 		$49.1K Buy
447
+33
+8% +$3.52K ﹤0.01% 1757
2025
Q4 		$45.7K Buy
414
+146
+54% +$16.2K ﹤0.01% 1752
2025
Q3 		$28.5K Buy
268
+12
+5% +$1.2K ﹤0.01% 1824
2025
Q2 		$29.9K Buy
256
+184
+256% +$20.5K ﹤0.01% 1707
2025
Q1 		$8.02K Buy
72
+38
+112% +$3.95K ﹤0.01% 1898
2024
Q4 		$3.38K Buy
+34
New +$3.14K ﹤0.01% 2010

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

AssetMark Inc's EXE Position: Q2 2026 in Review

AssetMark Inc increased its Expand Energy Corp (EXE) stake by 251% in Q2 2026, buying an estimated $107K and bringing the position to 1,569 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

AssetMark Inc first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • AssetMark Inc held 1,569 shares of Expand Energy Corp worth $143K as of Q2 2026.
  • AssetMark Inc bought 1,122 Expand Energy Corp shares in Q2 2026, an estimated $107K.
  • Expand Energy Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1534 holding.
  • AssetMark Inc first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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