AssetMark Inc
FISI icon

AssetMark Inc’s Financial Institutions FISI Stock Holding History

AssetMark Inc’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156 Hold
4
– – ﹤0.01% 3445
2026
Q1 		$127 Hold
4
– – ﹤0.01% 3365
2025
Q4 		$125 Hold
4
– – ﹤0.01% 3292
2025
Q3 		$109 Hold
4
– – ﹤0.01% 3115
2025
Q2 		$103 Buy
+4
New +$100 ﹤0.01% 2936

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ACM
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AssetMark Inc's FISI Position: Q2 2026 in Review

AssetMark Inc held its Financial Institutions (FISI) position steady in Q2 2026 at 4 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

AssetMark Inc first reported a position in FISI in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • AssetMark Inc held 4 shares of Financial Institutions worth $156 as of Q2 2026.
  • AssetMark Inc left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3445 holding.
  • AssetMark Inc first reported a position in Financial Institutions in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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