AssetMark Inc
SMWB icon

AssetMark Inc’s Similarweb SMWB Stock Holding History

AssetMark Inc’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48
Closed -$125 – 3650
2026
Q1 		$125 Buy
+48
New +$200 ﹤0.01% 3366

Other funds holding SMWB

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc's SMWB Position: Q2 2026 in Review

AssetMark Inc sold out of Similarweb (SMWB) in Q2 2026, closing a stake of 48 shares — an estimated $125 sold.

AssetMark Inc first reported a position in SMWB in Q1 2026 and held it in 1 quarter. The position peaked at $125 in Q1 2026. 7 funds tracked by Wall St. Rank hold SMWB as of Q2 2026.

  • AssetMark Inc reported no remaining Similarweb position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 48 Similarweb shares in Q2 2026, an estimated $125.
  • AssetMark Inc first reported a position in Similarweb in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Similarweb position peaked at $125 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Similarweb as of Q2 2026.

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