AssetMark Inc’s Porch Group PRCH Stock Holding History

AssetMark Inc’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$533	Buy	+32	New	+$501	﹤0.01%	3389

Other funds holding PRCH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AssetMark Inc's PRCH Position: Q3 2026 in Review

AssetMark Inc opened a new position in Porch Group (PRCH) in Q3 2026: 32 shares worth $533. The stake represents ﹤0.01% of the portfolio and ranks #3389 among its holdings.

50 funds tracked by Wall St. Rank hold PRCH as of Q3 2026.

AssetMark Inc held 32 shares of Porch Group worth $533 as of Q3 2026.
Porch Group was a new AssetMark Inc position in Q3 2026.
Porch Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3389 holding.
50 funds tracked by Wall St. Rank held Porch Group as of Q3 2026.

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