AssetMark Inc’s Skywest SKYW Stock Holding History

AssetMark Inc’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.85M	Buy	91,263 +8,358	+10%	+$847K	0.01%	600
2026 Q2	$8.23M	Buy	82,905 +1,042	+1%	+$92.7K	0.01%	608
2026 Q1	$7.52M	Buy	81,863 +5,634	+7%	+$555K	0.02%	565
2025 Q4	$7.65M	Buy	76,229 +55,162	+262%	+$5.52M	0.02%	553
2025 Q3	$2.12M	Buy	21,067 +539	+3%	+$60.2K	﹤0.01%	798
2025 Q2	$2.11M	Sell	20,528 -783	-4%	-$74.4K	0.01%	752
2025 Q1	$1.86M	Buy	21,311 +2,077	+11%	+$212K	0.01%	742
2024 Q4	$1.93M	Sell	19,234 -90	-0.5%	-$9.19K	0.01%	714
2024 Q3	$1.64M	Buy	19,324 +2,138	+12%	+$168K	﹤0.01%	687
2024 Q2	$1.41M	Buy	+17,186	New	+$1.28M	﹤0.01%	691
2018 Q1	–	Sell	-44	Closed	-$2K	–	1917
2017 Q4	$2K	Buy	+44	New	+$2.15K	﹤0.01%	1481

Other funds holding SKYW

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Illinois Municipal Retirement Fund Oak Brook, Illinois $8.94B AUM 30.57% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AssetMark Inc's SKYW Position: Q3 2026 in Review

AssetMark Inc increased its Skywest (SKYW) stake by 10% in Q3 2026, buying an estimated $847K and bringing the position to 91,263 shares worth $8.85M. The position accounts for 0.01% of the portfolio, ranked #600.

AssetMark Inc first reported a position in SKYW in Q4 2017 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold SKYW as of Q3 2026.

AssetMark Inc held 91,263 shares of Skywest worth $8.85M as of Q3 2026.
AssetMark Inc bought 8,358 Skywest shares in Q3 2026, an estimated $847K.
Skywest made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #600 holding.
AssetMark Inc first reported a position in Skywest in Q4 2017 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held Skywest as of Q3 2026.

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