AssetMark Inc
PDFS icon

AssetMark Inc’s PDF Solutions PDFS Stock Holding History

AssetMark Inc’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5
Closed -$354 – 3876
2026
Q2 		$354 Hold
5
– – ﹤0.01% 3354
2026
Q1 		$164 Hold
5
– – ﹤0.01% 3343
2025
Q4 		$143 Buy
+5
New +$138 ﹤0.01% 3282
2018
Q1 		– Sell
-8
Closed – – 1832
2017
Q4 		$0 Buy
+8
New +$129 ﹤0.01% 2061

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AssetMark Inc's PDFS Position: Q3 2026 in Review

AssetMark Inc sold out of PDF Solutions (PDFS) in Q3 2026, closing a stake of 5 shares — an estimated $354 sold.

AssetMark Inc first reported a position in PDFS in Q4 2017 and held it in 4 quarters. The position peaked at $354 in Q2 2026. 78 funds tracked by Wall St. Rank hold PDFS as of Q3 2026.

  • AssetMark Inc reported no remaining PDF Solutions position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 5 PDF Solutions shares in Q3 2026, an estimated $354.
  • AssetMark Inc first reported a position in PDF Solutions in Q4 2017 and held it in 4 quarters.
  • AssetMark Inc's PDF Solutions position peaked at $354 in Q2 2026.
  • 78 funds tracked by Wall St. Rank held PDF Solutions as of Q3 2026.

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