AssetMark Inc
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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
Q2 		$1.16K Buy
+46
New +$1.02K ﹤0.01% 3116

Other funds holding SBFG

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AssetMark Inc's SBFG Position: Q2 2026 in Review

AssetMark Inc opened a new position in SB Financial Group (SBFG) in Q2 2026: 46 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings.

12 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • AssetMark Inc held 46 shares of SB Financial Group worth $1.16K as of Q2 2026.
  • SB Financial Group was a new AssetMark Inc position in Q2 2026.
  • SB Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3116 holding.
  • 12 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

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