AssetMark Inc’s SFL Corp SFL Stock Holding History

AssetMark Inc’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$311K	Buy	23,636 +12,345	+109%	+$150K	﹤0.01%	1355
2026 Q2	$115K	Buy	11,291 +9,401	+497%	+$107K	﹤0.01%	1589
2026 Q1	$20.4K	Buy	1,890 +1,800	+2,000%	+$17.4K	﹤0.01%	2045
2025 Q4	$703	Hold	90	–	–	﹤0.01%	3029
2025 Q3	$678	Hold	90	–	–	﹤0.01%	2875
2025 Q2	$750	Buy	+90	New	+$747	﹤0.01%	2668
2019 Q3	–	Sell	-106	Closed	-$1K	–	1404
2019 Q2	$1K	Buy	106 +8	+8%	+$101	﹤0.01%	1271
2019 Q1	$1K	Hold	98	–	–	﹤0.01%	1276
2018 Q4	$1K	Sell	98 -5,611	-98%	-$70.3K	﹤0.01%	1355
2018 Q3	$79K	Buy	5,709 +50	+0.9%	+$719	﹤0.01%	641
2018 Q2	$85K	Buy	5,659 +297	+6%	+$4.34K	﹤0.01%	602
2018 Q1	$77K	Sell	5,362 -30	-0.6%	-$449	﹤0.01%	630
2017 Q4	$84K	Buy	5,392 +5,176	+2,396%	+$77.7K	﹤0.01%	648
2017 Q3	$3K	Buy	+216	New	+$2.94K	﹤0.01%	1228

Other funds holding SFL

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc's SFL Position: Q3 2026 in Review

AssetMark Inc increased its SFL Corp (SFL) stake by 109% in Q3 2026, buying an estimated $150K and bringing the position to 23,636 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

AssetMark Inc first reported a position in SFL in Q3 2017 and has held it in 14 quarters since. 100 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

AssetMark Inc held 23,636 shares of SFL Corp worth $311K as of Q3 2026.
AssetMark Inc bought 12,345 SFL Corp shares in Q3 2026, an estimated $150K.
SFL Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1355 holding.
AssetMark Inc first reported a position in SFL Corp in Q3 2017 and has held it in 14 quarters since.
100 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

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