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
Q3 		$46.7K Buy
+6,017
New +$46.6K ﹤0.01% 1911
2026
Q2 		– Sell
-48
Closed -$125 – 3650
2026
Q1 		$125 Buy
+48
New +$200 ﹤0.01% 3366

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AFT
Alpha Family Trust Los Angeles, California $249M AUM 48.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Lavelle Capital
Lavelle Capital San Francisco, California $191M AUM 0.58% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

AssetMark Inc's SMWB Position: Q3 2026 in Review

AssetMark Inc opened a new position in Similarweb (SMWB) in Q3 2026: 6,017 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SMWB as recently as Q1 2026.

AssetMark Inc first reported a position in SMWB in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold SMWB as of Q3 2026.

  • AssetMark Inc held 6,017 shares of Similarweb worth $46.7K as of Q3 2026.
  • Similarweb was a new AssetMark Inc position in Q3 2026.
  • Similarweb made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1911 holding.
  • AssetMark Inc first reported a position in Similarweb in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Similarweb as of Q3 2026.

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