AssetMark Inc
FBRX icon

AssetMark Inc’s Forte Biosciences FBRX Stock Holding History

AssetMark Inc’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$723 Sell
34
-12
-26% -$285 ﹤0.01% 3217
2026
Q1 		$1.19K Sell
46
-12
-21% -$346 ﹤0.01% 2999
2025
Q4 		$1.58K Sell
58
-23
-28% -$403 ﹤0.01% 2826
2025
Q3 		$1.22K Buy
+81
New +$933 ﹤0.01% 2744

Other funds holding FBRX

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

AssetMark Inc's FBRX Position: Q2 2026 in Review

AssetMark Inc reduced its Forte Biosciences (FBRX) stake by 26% in Q2 2026, selling an estimated $285 and leaving 34 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

AssetMark Inc first reported a position in FBRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.58K in Q4 2025. 16 funds tracked by Wall St. Rank hold FBRX as of Q2 2026.

  • AssetMark Inc held 34 shares of Forte Biosciences worth $723 as of Q2 2026.
  • AssetMark Inc sold 12 Forte Biosciences shares in Q2 2026, an estimated $285.
  • Forte Biosciences made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3217 holding.
  • AssetMark Inc first reported a position in Forte Biosciences in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Forte Biosciences position peaked at $1.58K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2026.

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