AssetMark Inc
MFIC icon

AssetMark Inc’s MidCap Financial Investment MFIC Stock Holding History

AssetMark Inc’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.62K Hold
500
– – ﹤0.01% 2522
2025
Q4 		$5.72K Hold
500
– – ﹤0.01% 2424
2025
Q3 		$6K Hold
500
– – ﹤0.01% 2284
2025
Q2 		$6.31K Buy
+500
New +$6.13K ﹤0.01% 2076
2017
Q3 		– Sell
-1,986
Closed -$38K – 1557
2017
Q2 		$38K Sell
1,986
-52,204
-96% -$1.02M ﹤0.01% 741
2017
Q1 		$1.07M Buy
54,190
+58
+0.1% +$1.07K 0.01% 282
2016
Q4 		$951K Sell
54,132
-8,038
-13% -$144K 0.01% 269
2016
Q3 		$1.08M Sell
62,170
-3,216
-5% -$56.4K 0.02% 252
2016
Q2 		$1.09M Buy
65,386
+1,194
+2% +$20K 0.02% 257
2016
Q1 		$1.07M Buy
64,192
+4,130
+7% +$63.8K 0.02% 261
2015
Q4 		$941K Buy
60,062
+59,127
+6,324% +$1.01M 0.02% 285
2015
Q3 		$15K Buy
+935
New +$18.5K ﹤0.01% 456

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