AssetMark Inc’s SB Financial Group SBFG Stock Holding History

AssetMark Inc’s Portfolio SBFG Stock Details SBFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32K	Hold	46	–	–	﹤0.01%	3171
2026 Q2	$1.16K	Buy	+46	New	+$1.02K	﹤0.01%	3116

Other funds holding SBFG

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

AssetMark Inc's SBFG Position: Q3 2026 in Review

AssetMark Inc held its SB Financial Group (SBFG) position steady in Q3 2026 at 46 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

AssetMark Inc first reported a position in SBFG in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

AssetMark Inc held 46 shares of SB Financial Group worth $1.32K as of Q3 2026.
AssetMark Inc left its SB Financial Group share count unchanged in Q3 2026.
SB Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3171 holding.
AssetMark Inc first reported a position in SB Financial Group in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

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