AssetMark Inc
SARO

AssetMark Inc’s StandardAero Inc SARO Stock Holding History

AssetMark Inc’s Portfolio SARO Stock Details SARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5K Sell
50
-185
-79% -$4.87K ﹤0.01% 3056
2026
Q1 		$6.07K Buy
235
+198
+535% +$5.91K ﹤0.01% 2494
2025
Q4 		$1.06K Buy
37
+33
+825% +$899 ﹤0.01% 2914
2025
Q3 		$109 Sell
4
-4
-50% -$112 ﹤0.01% 3116
2025
Q2 		$253 Buy
+8
New +$224 ﹤0.01% 2848

Other funds holding SARO

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

AssetMark Inc's SARO Position: Q2 2026 in Review

AssetMark Inc reduced its StandardAero Inc (SARO) stake by 79% in Q2 2026, selling an estimated $4.87K and leaving 50 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

AssetMark Inc first reported a position in SARO in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.07K in Q1 2026. 134 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • AssetMark Inc held 50 shares of StandardAero Inc worth $1.5K as of Q2 2026.
  • AssetMark Inc sold 185 StandardAero Inc shares in Q2 2026, an estimated $4.87K.
  • StandardAero Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3056 holding.
  • AssetMark Inc first reported a position in StandardAero Inc in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's StandardAero Inc position peaked at $6.07K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

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