AssetMark Inc
KRMN icon

AssetMark Inc’s Karman Holdings KRMN Stock Holding History

AssetMark Inc’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$128K Sell
3,963
-8,929
-69% -$417K ﹤0.01% 1583
2026
Q2 		$644K Buy
12,892
+660
+5% +$42.7K ﹤0.01% 1174
2026
Q1 		$979K Buy
+12,232
New +$1.18M ﹤0.01% 1045

Other funds holding KRMN

Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lexington Partners
Lexington Partners New York $58.9M AUM 49.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc's KRMN Position: Q3 2026 in Review

AssetMark Inc reduced its Karman Holdings (KRMN) stake by 69% in Q3 2026, selling an estimated $417K and leaving 3,963 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

AssetMark Inc first reported a position in KRMN in Q1 2026 and has held it in 3 quarters since. The position peaked at $979K in Q1 2026. 151 funds tracked by Wall St. Rank hold KRMN as of Q3 2026.

  • AssetMark Inc held 3,963 shares of Karman Holdings worth $128K as of Q3 2026.
  • AssetMark Inc sold 8,929 Karman Holdings shares in Q3 2026, an estimated $417K.
  • Karman Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1583 holding.
  • AssetMark Inc first reported a position in Karman Holdings in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Karman Holdings position peaked at $979K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Karman Holdings as of Q3 2026.

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