AssetMark Inc
HCI icon

AssetMark Inc’s HCI Group HCI Stock Holding History

AssetMark Inc’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.31M Buy
42,077
+3,018
+8% +$550K 0.01% 644
2026
Q2 		$6.85M Buy
39,059
+1,527
+4% +$241K 0.01% 645
2026
Q1 		$5.8M Buy
37,532
+1,726
+5% +$283K 0.01% 628
2025
Q4 		$6.86M Buy
35,806
+3,380
+10% +$637K 0.01% 586
2025
Q3 		$6.22M Buy
32,426
+2,370
+8% +$375K 0.01% 575
2025
Q2 		$4.57M Sell
30,056
-3,048
-9% -$468K 0.01% 603
2025
Q1 		$4.94M Buy
33,104
+2,558
+8% +$324K 0.01% 512
2024
Q4 		$3.56M Buy
30,546
+794
+3% +$90.4K 0.01% 578
2024
Q3 		$3.19M Buy
29,752
+2,550
+9% +$242K 0.01% 539
2024
Q2 		$2.51M Buy
+27,202
New +$2.83M 0.01% 559
2020
Q1 		– Sell
-269
Closed -$12K – 1434
2019
Q4 		$12K Sell
269
-1,868
-87% -$82.4K ﹤0.01% 1000
2019
Q3 		$90K Sell
2,137
-122
-5% -$5.02K ﹤0.01% 623
2019
Q2 		$91K Buy
2,259
+1,818
+412% +$75.5K ﹤0.01% 615
2019
Q1 		$19K Buy
+441
New +$20.3K ﹤0.01% 892
2018
Q1 		– Sell
-4
Closed – – 1652
2017
Q4 		$0 Buy
+4
New +$133 ﹤0.01% 1978

Other funds holding HCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

AssetMark Inc's HCI Position: Q3 2026 in Review

AssetMark Inc increased its HCI Group (HCI) stake by 7.7% in Q3 2026, buying an estimated $550K and bringing the position to 42,077 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #644.

AssetMark Inc first reported a position in HCI in Q4 2017 and has held it in 15 quarters since. 111 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • AssetMark Inc held 42,077 shares of HCI Group worth $7.31M as of Q3 2026.
  • AssetMark Inc bought 3,018 HCI Group shares in Q3 2026, an estimated $550K.
  • HCI Group made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #644 holding.
  • AssetMark Inc first reported a position in HCI Group in Q4 2017 and has held it in 15 quarters since.
  • 111 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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