AssetMark Inc
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AssetMark Inc’s Provident Financial Services PFS Stock Holding History

AssetMark Inc’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360 Hold
17
– – ﹤0.01% 3239
2025
Q4 		$336 Buy
+17
New +$329 ﹤0.01% 3173
2023
Q4 		– Sell
-4,412
Closed -$67.5K – 1975
2023
Q3 		$67.5K Buy
4,412
+203
+5% +$3.44K ﹤0.01% 1037
2023
Q2 		$68.8K Buy
4,209
+1,347
+47% +$22.9K ﹤0.01% 1011
2023
Q1 		$54.9K Buy
2,862
+847
+42% +$18.7K ﹤0.01% 1011
2022
Q4 		$43K Buy
2,015
+129
+7% +$2.77K ﹤0.01% 1077
2022
Q3 		$37K Buy
1,886
+632
+50% +$14.8K ﹤0.01% 1007
2022
Q2 		$28K Buy
1,254
+746
+147% +$16.7K ﹤0.01% 1054
2022
Q1 		$12K Buy
+508
New +$12.2K ﹤0.01% 1166
2018
Q1 		– Sell
-55
Closed -$1K – 1837
2017
Q4 		$1K Buy
+55
New +$1.5K ﹤0.01% 1674

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