AssetMark Inc’s LCI Industries LCII Stock Holding History

AssetMark Inc’s Portfolio LCII Stock Details LCII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.17K	Buy	+14	New	+$1.4K	﹤0.01%	3199
2026 Q2	–	Sell	-735	Closed	-$90.4K	–	3616
2026 Q1	$90.4K	Buy	+735	New	+$101K	﹤0.01%	1574
2025 Q4	–	Sell	-75	Closed	-$6.99K	–	3439
2025 Q3	$6.99K	Buy	75 +73	+3,650%	+$7.29K	﹤0.01%	2235
2025 Q2	$182	Buy	+2	New	+$171	﹤0.01%	2891
2022 Q3	–	Sell	-45	Closed	-$5K	–	1585
2022 Q2	$5K	Buy	+45	New	+$4.92K	﹤0.01%	1305
2021 Q4	–	Sell	-32	Closed	-$4K	–	1588
2021 Q3	$4K	Buy	32 +16	+100%	+$2.21K	﹤0.01%	1180
2021 Q2	$2K	Buy	+16	New	+$2.25K	﹤0.01%	1206
2020 Q2	–	Sell	-99	Closed	-$7K	–	1370
2020 Q1	$7K	Buy	+99	New	+$9.7K	﹤0.01%	1039
2018 Q1	–	Sell	-8	Closed	-$1K	–	1713
2017 Q4	$1K	Buy	+8	New	+$983	﹤0.01%	1640

Other funds holding LCII

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

AssetMark Inc's LCII Position: Q3 2026 in Review

AssetMark Inc opened a new position in LCI Industries (LCII) in Q3 2026: 14 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #3199 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in LCII as recently as Q1 2026.

AssetMark Inc first reported a position in LCII in Q4 2017 and has held it in 9 quarters since. The position peaked at $90.4K in Q1 2026. 115 funds tracked by Wall St. Rank hold LCII as of Q3 2026.

AssetMark Inc held 14 shares of LCI Industries worth $1.17K as of Q3 2026.
LCI Industries was a new AssetMark Inc position in Q3 2026.
LCI Industries made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3199 holding.
AssetMark Inc first reported a position in LCI Industries in Q4 2017 and has held it in 9 quarters since.
AssetMark Inc's LCI Industries position peaked at $90.4K in Q1 2026.
115 funds tracked by Wall St. Rank held LCI Industries as of Q3 2026.

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