AssetMark Inc
LRN icon

AssetMark Inc’s Stride LRN Stock Holding History

AssetMark Inc’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$335K Sell
4,293
-8,027
-65% -$676K ﹤0.01% 1323
2026
Q2 		$1.06M Sell
12,320
-52
-0.4% -$4.78K ﹤0.01% 1078
2026
Q1 		$1.09M Buy
12,372
+3,012
+32% +$244K ﹤0.01% 1026
2025
Q4 		$608K Sell
9,360
-2,418
-21% -$220K ﹤0.01% 1103
2025
Q3 		$1.75M Buy
11,778
+762
+7% +$112K ﹤0.01% 852
2025
Q2 		$1.6M Sell
11,016
-391
-3% -$56.6K ﹤0.01% 814
2025
Q1 		$1.44M Buy
11,407
+9,599
+531% +$1.21M ﹤0.01% 794
2024
Q4 		$188K Buy
1,808
+1,793
+11,953% +$171K ﹤0.01% 1114
2024
Q3 		$1.28K Buy
+15
New +$1.16K ﹤0.01% 1953
2023
Q4 		– Sell
-27
Closed -$1.22K – 1952
2023
Q3 		$1.22K Buy
27
+3
+13% +$122 ﹤0.01% 1515
2023
Q2 		$894 Hold
24
– – ﹤0.01% 1477
2023
Q1 		$942 Buy
24
+2
+9% +$78 ﹤0.01% 1452
2022
Q4 		$688 Hold
22
– – ﹤0.01% 1504
2022
Q3 		$1K Buy
+22
New +$886 ﹤0.01% 1458

Other funds holding LRN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AssetMark Inc's LRN Position: Q3 2026 in Review

AssetMark Inc reduced its Stride (LRN) stake by 65% in Q3 2026, selling an estimated $676K and leaving 4,293 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

AssetMark Inc first reported a position in LRN in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2025. 140 funds tracked by Wall St. Rank hold LRN as of Q3 2026.

  • AssetMark Inc held 4,293 shares of Stride worth $335K as of Q3 2026.
  • AssetMark Inc sold 8,027 Stride shares in Q3 2026, an estimated $676K.
  • Stride made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1323 holding.
  • AssetMark Inc first reported a position in Stride in Q3 2022 and has held it in 14 quarters since.
  • AssetMark Inc's Stride position peaked at $1.75M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Stride as of Q3 2026.

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