AssetMark Inc
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AssetMark Inc’s Marqeta MQ Stock Holding History

AssetMark Inc’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$340 Buy
+20
New +$331 ﹤0.01% 3517

Other funds holding MQ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Ahara Advisors
Ahara Advisors Jersey City, New Jersey $165M AUM 22.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

AssetMark Inc's MQ Position: Q3 2026 in Review

AssetMark Inc opened a new position in Marqeta (MQ) in Q3 2026: 20 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #3517 among its holdings.

55 funds tracked by Wall St. Rank hold MQ as of Q3 2026.

  • AssetMark Inc held 20 shares of Marqeta worth $340 as of Q3 2026.
  • Marqeta was a new AssetMark Inc position in Q3 2026.
  • Marqeta made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3517 holding.
  • 55 funds tracked by Wall St. Rank held Marqeta as of Q3 2026.

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