AssetMark Inc
SPXC icon

AssetMark Inc’s SPX Corp SPXC Stock Holding History

AssetMark Inc’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$202K Sell
1,192
-212
-15% -$43.1K ﹤0.01% 1459
2026
Q2 		$344K Sell
1,404
-853
-38% -$187K ﹤0.01% 1307
2026
Q1 		$451K Sell
2,257
-78
-3% -$16.8K ﹤0.01% 1178
2025
Q4 		$467K Sell
2,335
-85
-4% -$17.3K ﹤0.01% 1148
2025
Q3 		$452K Buy
2,420
+895
+59% +$165K ﹤0.01% 1120
2025
Q2 		$256K Buy
1,525
+1
+0.1% +$147 ﹤0.01% 1162
2025
Q1 		$196K Sell
1,524
-129
-8% -$18.5K ﹤0.01% 1149
2024
Q4 		$241K Sell
1,653
-92
-5% -$14.8K ﹤0.01% 1063
2024
Q3 		$278K Buy
1,745
+78
+5% +$11.8K ﹤0.01% 972
2024
Q2 		$237K Buy
1,667
+375
+29% +$49.5K ﹤0.01% 965
2024
Q1 		$159K Buy
1,292
+442
+52% +$48K ﹤0.01% 980
2023
Q4 		$85.9K Hold
850
– – ﹤0.01% 1067
2023
Q3 		$69.2K Sell
850
-280
-25% -$22.5K ﹤0.01% 1031
2023
Q2 		$96K Hold
1,130
– – ﹤0.01% 953
2023
Q1 		$79.8K Hold
1,130
– – ﹤0.01% 950
2022
Q4 		$74.2K Hold
1,130
– – ﹤0.01% 962
2022
Q3 		$62K Sell
1,130
-219
-16% -$12.5K ﹤0.01% 907
2022
Q2 		$71K Buy
1,349
+1,119
+487% +$54K ﹤0.01% 865
2022
Q1 		$11K Buy
230
+35
+18% +$1.81K ﹤0.01% 1186
2021
Q4 		$12K Hold
195
– – ﹤0.01% 1138
2021
Q3 		$10K Buy
+195
New +$12K ﹤0.01% 1055
2018
Q1 		– Sell
-14
Closed – – 1933
2017
Q4 		$0 Buy
+14
New +$425 ﹤0.01% 2104

Other funds holding SPXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

AssetMark Inc's SPXC Position: Q3 2026 in Review

AssetMark Inc reduced its SPX Corp (SPXC) stake by 15% in Q3 2026, selling an estimated $43.1K and leaving 1,192 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

AssetMark Inc first reported a position in SPXC in Q4 2017 and has held it in 22 quarters since. The position peaked at $467K in Q4 2025. 213 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • AssetMark Inc held 1,192 shares of SPX Corp worth $202K as of Q3 2026.
  • AssetMark Inc sold 212 SPX Corp shares in Q3 2026, an estimated $43.1K.
  • SPX Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1459 holding.
  • AssetMark Inc first reported a position in SPX Corp in Q4 2017 and has held it in 22 quarters since.
  • AssetMark Inc's SPX Corp position peaked at $467K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

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