AssetMark Inc
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AssetMark Inc’s Super Micro Computer SMCI Stock Holding History

AssetMark Inc’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.5K Buy
1,075
+47
+5% +$1.5K ﹤0.01% 2016
2026
Q1 		$23.4K Sell
1,028
-1,799
-64% -$54K ﹤0.01% 1995
2025
Q4 		$82.7K Sell
2,827
-1,701
-38% -$70K ﹤0.01% 1566
2025
Q3 		$217K Sell
4,528
-31
-0.7% -$1.48K ﹤0.01% 1249
2025
Q2 		$223K Buy
4,559
+1,908
+72% +$73.5K ﹤0.01% 1193
2025
Q1 		$90.8K Sell
2,651
-472
-15% -$17.9K ﹤0.01% 1301
2024
Q4 		$95.2K Sell
3,123
-1,500,207
-100% -$54.5M ﹤0.01% 1260
2024
Q3 		$6.26M Buy
1,503,330
+935,690
+165% +$56.9M 0.02% 421
2024
Q2 		$46.5M Buy
567,640
+82,150
+17% +$7.02M 0.14% 139
2024
Q1 		$49M Sell
485,490
-1,013,990
-68% -$74.3M 0.16% 127
2023
Q4 		$42.6M Sell
1,499,480
-35,930
-2% -$996K 0.15% 135
2023
Q3 		$42.1M Sell
1,535,410
-220,020
-13% -$6.14M 0.17% 133
2023
Q2 		$43.8M Buy
1,755,430
+1,727,760
+6,244% +$28.9M 0.17% 123
2023
Q1 		$295K Buy
+27,670
New +$250K ﹤0.01% 780
2018
Q1 		– Sell
-140
Closed – – 1920
2017
Q4 		$0 Buy
+140
New +$301 ﹤0.01% 2098
2016
Q3 		– Sell
-1,090
Closed -$3K – 1275
2016
Q2 		$3K Hold
1,090
– – ﹤0.01% 1072
2016
Q1 		$4K Buy
1,090
+420
+63% +$1.26K ﹤0.01% 1009
2015
Q4 		$2K Buy
+670
New +$1.75K ﹤0.01% 1121

Other funds holding SMCI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AssetMark Inc's SMCI Position: Q2 2026 in Review

AssetMark Inc increased its Super Micro Computer (SMCI) stake by 4.6% in Q2 2026, buying an estimated $1.5K and bringing the position to 1,075 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

AssetMark Inc first reported a position in SMCI in Q4 2015 and has held it in 18 quarters since. The position peaked at $49M in Q1 2024. 287 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • AssetMark Inc held 1,075 shares of Super Micro Computer worth $31.5K as of Q2 2026.
  • AssetMark Inc bought 47 Super Micro Computer shares in Q2 2026, an estimated $1.5K.
  • Super Micro Computer made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2016 holding.
  • AssetMark Inc first reported a position in Super Micro Computer in Q4 2015 and has held it in 18 quarters since.
  • AssetMark Inc's Super Micro Computer position peaked at $49M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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