AssetMark Inc
STC icon

AssetMark Inc’s Stewart Information Services STC Stock Holding History

AssetMark Inc’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Sell
16
-5
-24% -$333 ﹤0.01% 3135
2026
Q1 		$1.29K Hold
21
– – ﹤0.01% 2976
2025
Q4 		$1.48K Buy
21
+11
+110% +$792 ﹤0.01% 2844
2025
Q3 		$733 Hold
10
– – ﹤0.01% 2856
2025
Q2 		$651 Hold
10
– – ﹤0.01% 2693
2025
Q1 		$714 Buy
10
+5
+100% +$338 ﹤0.01% 2351
2024
Q4 		$337 Hold
5
– – ﹤0.01% 2423
2024
Q3 		$374 Sell
5
-15
-75% -$1.06K ﹤0.01% 2116
2024
Q2 		$1.24K Buy
+20
New +$1.25K ﹤0.01% 1826
2024
Q1 		– Sell
-45
Closed -$2.64K – 2105
2023
Q4 		$2.64K Sell
45
-350
-89% -$16.6K ﹤0.01% 1511
2023
Q3 		$17.3K Sell
395
-93
-19% -$4.21K ﹤0.01% 1256
2023
Q2 		$20.1K Buy
488
+2
+0.4% +$85 ﹤0.01% 1206
2023
Q1 		$19.6K Buy
486
+51
+12% +$2.23K ﹤0.01% 1188
2022
Q4 		$18.6K Buy
435
+3
+0.7% +$126 ﹤0.01% 1214
2022
Q3 		$19K Buy
432
+21
+5% +$1.07K ﹤0.01% 1137
2022
Q2 		$20K Buy
411
+205
+100% +$11K ﹤0.01% 1125
2022
Q1 		$12K Sell
206
-9
-4% -$625 ﹤0.01% 1167
2021
Q4 		$17K Sell
215
-12
-5% -$882 ﹤0.01% 1084
2021
Q3 		$14K Hold
227
– – ﹤0.01% 1003
2021
Q2 		$13K Buy
+227
New +$13.2K ﹤0.01% 956
2018
Q1 		– Sell
-7
Closed – – 1941
2017
Q4 		$0 Buy
+7
New +$276 ﹤0.01% 2109

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AssetMark Inc's STC Position: Q2 2026 in Review

AssetMark Inc reduced its Stewart Information Services (STC) stake by 24% in Q2 2026, selling an estimated $333 and leaving 16 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

AssetMark Inc first reported a position in STC in Q4 2017 and has held it in 21 quarters since. The position peaked at $20.1K in Q2 2023. 249 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • AssetMark Inc held 16 shares of Stewart Information Services worth $1.06K as of Q2 2026.
  • AssetMark Inc sold 5 Stewart Information Services shares in Q2 2026, an estimated $333.
  • Stewart Information Services made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3135 holding.
  • AssetMark Inc first reported a position in Stewart Information Services in Q4 2017 and has held it in 21 quarters since.
  • AssetMark Inc's Stewart Information Services position peaked at $20.1K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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