AssetMark Inc
QCRH icon

AssetMark Inc’s QCR Holdings QCRH Stock Holding History

AssetMark Inc’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$88.1K Hold
900
– – ﹤0.01% 1690
2026
Q2 		$87.6K Buy
900
+225
+33% +$20.7K ﹤0.01% 1664
2026
Q1 		$57.7K Buy
675
+225
+50% +$19.6K ﹤0.01% 1710
2025
Q4 		$37.5K Buy
+450
New +$35.4K ﹤0.01% 1803

Other funds holding QCRH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Trillium Asset Management
Trillium Asset Management Boston, Massachusetts $3.19B AUM 19.69% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's QCRH Position: Q3 2026 in Review

AssetMark Inc held its QCR Holdings (QCRH) position steady in Q3 2026 at 900 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

AssetMark Inc first reported a position in QCRH in Q4 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold QCRH as of Q3 2026.

  • AssetMark Inc held 900 shares of QCR Holdings worth $88.1K as of Q3 2026.
  • AssetMark Inc left its QCR Holdings share count unchanged in Q3 2026.
  • QCR Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1690 holding.
  • AssetMark Inc first reported a position in QCR Holdings in Q4 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held QCR Holdings as of Q3 2026.

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