AssetMark Inc’s Forbright Inc FRBT Stock Holding History

AssetMark Inc’s Portfolio FRBT Stock Details FRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$104K	Buy	6,082 +1,219	+25%	+$23.1K	﹤0.01%	1641
2026 Q2	$88.9K	Buy	+4,863	New	+$88.1K	﹤0.01%	1655

Other funds holding FRBT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

AssetMark Inc's FRBT Position: Q3 2026 in Review

AssetMark Inc increased its Forbright Inc (FRBT) stake by 25% in Q3 2026, buying an estimated $23.1K and bringing the position to 6,082 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

AssetMark Inc first reported a position in FRBT in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold FRBT as of Q3 2026.

AssetMark Inc held 6,082 shares of Forbright Inc worth $104K as of Q3 2026.
AssetMark Inc bought 1,219 Forbright Inc shares in Q3 2026, an estimated $23.1K.
Forbright Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1641 holding.
AssetMark Inc first reported a position in Forbright Inc in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Forbright Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.