AssetMark Inc
FBIZ icon

AssetMark Inc’s First Business Financial Services FBIZ Stock Holding History

AssetMark Inc’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$431 Hold
8
– – ﹤0.01% 3206
2025
Q4 		$434 Hold
8
– – ﹤0.01% 3128
2025
Q3 		$410 Hold
8
– – ﹤0.01% 2961
2025
Q2 		$405 Buy
+8
New +$384 ﹤0.01% 2783
2024
Q3 		– Sell
-35
Closed -$1.29K – 2289
2024
Q2 		$1.29K Buy
+35
New +$1.2K ﹤0.01% 1818
2019
Q2 		– Sell
-2,447
Closed -$49K – 1361
2019
Q1 		$49K Sell
2,447
-290
-11% -$6.13K ﹤0.01% 702
2018
Q4 		$53K Sell
2,737
-448
-14% -$9.29K ﹤0.01% 672
2018
Q3 		$74K Buy
3,185
+47
+1% +$1.11K ﹤0.01% 655
2018
Q2 		$82K Buy
3,138
+1,132
+56% +$29.3K ﹤0.01% 611
2018
Q1 		$50K Buy
+2,006
New +$48.3K ﹤0.01% 730

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