AssetMark Inc
PDM

AssetMark Inc’s Piedmont Realty Trust PDM Stock Holding History

AssetMark Inc’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58K Buy
173
+80
+86% +$659 ﹤0.01% 3038
2026
Q1 		$611 Sell
93
-74
-44% -$576 ﹤0.01% 3145
2025
Q4 		$1.39K Buy
167
+130
+351% +$1.08K ﹤0.01% 2860
2025
Q3 		$333 Buy
37
+28
+311% +$225 ﹤0.01% 2988
2025
Q2 		$66 Sell
9
-51
-85% -$352 ﹤0.01% 2962
2025
Q1 		$442 Sell
60
-117
-66% -$926 ﹤0.01% 2439
2024
Q4 		$1.62K Buy
177
+66
+59% +$641 ﹤0.01% 2158
2024
Q3 		$1.12K Buy
+111
New +$989 ﹤0.01% 1975
2021
Q2 		– Sell
-19,827
Closed -$344K – 1486
2021
Q1 		$344K Buy
19,827
+879
+5% +$14.8K ﹤0.01% 491
2020
Q4 		$308K Buy
18,948
+6,939
+58% +$102K ﹤0.01% 497
2020
Q3 		$163K Sell
12,009
-294
-2% -$4.55K ﹤0.01% 537
2020
Q2 		$204K Buy
12,303
+2,179
+22% +$36.4K ﹤0.01% 491
2020
Q1 		$179K Sell
10,124
-606
-6% -$13.1K ﹤0.01% 507
2019
Q4 		$239K Buy
10,730
+3,429
+47% +$73.8K ﹤0.01% 515
2019
Q3 		$152K Sell
7,301
-352
-5% -$7.1K ﹤0.01% 546
2019
Q2 		$153K Buy
7,653
+1,285
+20% +$26.5K ﹤0.01% 517
2019
Q1 		$133K Buy
6,368
+860
+16% +$16.9K ﹤0.01% 522
2018
Q4 		$94K Sell
5,508
-262
-5% -$4.76K ﹤0.01% 572
2018
Q3 		$109K Buy
5,770
+229
+4% +$4.51K ﹤0.01% 565
2018
Q2 		$110K Sell
5,541
-980
-15% -$18.2K ﹤0.01% 560
2018
Q1 		$115K Buy
6,521
+6,213
+2,017% +$115K ﹤0.01% 554
2017
Q4 		$6K Buy
308
+64
+26% +$1.27K ﹤0.01% 1219
2017
Q3 		$5K Buy
244
+44
+22% +$897 ﹤0.01% 1151
2017
Q2 		$4K Hold
200
– – ﹤0.01% 1142
2017
Q1 		$4K Hold
200
– – ﹤0.01% 1053
2016
Q4 		$4K Hold
200
– – ﹤0.01% 1061
2016
Q3 		$4K Hold
200
– – ﹤0.01% 1066
2016
Q2 		$4K Hold
200
– – ﹤0.01% 1043
2016
Q1 		$4K Hold
200
– – ﹤0.01% 1003
2015
Q4 		$4K Buy
+200
New +$3.83K ﹤0.01% 1007

Other funds holding PDM

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's PDM Position: Q2 2026 in Review

AssetMark Inc increased its Piedmont Realty Trust (PDM) stake by 86% in Q2 2026, buying an estimated $659 and bringing the position to 173 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

AssetMark Inc first reported a position in PDM in Q4 2015 and has held it in 30 quarters since. The position peaked at $344K in Q1 2021. 85 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • AssetMark Inc held 173 shares of Piedmont Realty Trust worth $1.58K as of Q2 2026.
  • AssetMark Inc bought 80 Piedmont Realty Trust shares in Q2 2026, an estimated $659.
  • Piedmont Realty Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3038 holding.
  • AssetMark Inc first reported a position in Piedmont Realty Trust in Q4 2015 and has held it in 30 quarters since.
  • AssetMark Inc's Piedmont Realty Trust position peaked at $344K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.