AssetMark Inc
STLD icon

AssetMark Inc’s Steel Dynamics STLD Stock Holding History

AssetMark Inc’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.16M Sell
9,731
-67
-0.7% -$16.1K ﹤0.01% 932
2026
Q2 		$2.25M Buy
9,798
+26
+0.3% +$6.09K ﹤0.01% 924
2026
Q1 		$1.76M Sell
9,772
-275
-3% -$50.1K ﹤0.01% 919
2025
Q4 		$1.7M Sell
10,047
-446
-4% -$70.8K ﹤0.01% 890
2025
Q3 		$1.46M Sell
10,493
-379,543
-97% -$49.8M ﹤0.01% 900
2025
Q2 		$49.9M Sell
390,036
-306,686
-44% -$39.2M 0.12% 151
2025
Q1 		$87.1M Sell
696,722
-63,000
-8% -$7.99M 0.24% 79
2024
Q4 		$86.7M Buy
759,722
+38,185
+5% +$5.07M 0.24% 83
2024
Q3 		$91M Sell
721,537
-6,747
-0.9% -$820K 0.26% 80
2024
Q2 		$94.3M Sell
728,284
-7,159
-1% -$956K 0.29% 72
2024
Q1 		$109M Sell
735,443
-15,987
-2% -$2.01M 0.35% 54
2023
Q4 		$88.7M Sell
751,430
-38,406
-5% -$4.28M 0.32% 62
2023
Q3 		$84.7M Buy
789,836
+405,836
+106% +$42.3M 0.34% 64
2023
Q2 		$41.8M Sell
384,000
-9,734
-2% -$990K 0.16% 127
2023
Q1 		$44.5M Buy
393,734
+388,507
+7,433% +$45.2M 0.18% 125
2022
Q4 		$511K Buy
5,227
+428
+9% +$41.2K ﹤0.01% 699
2022
Q3 		$340K Buy
4,799
+3,399
+243% +$257K ﹤0.01% 712
2022
Q2 		$93K Buy
+1,400
New +$112K ﹤0.01% 828
2021
Q1 		– Sell
-14
Closed -$1K – 1520
2020
Q4 		$1K Buy
+14
New +$486 ﹤0.01% 1351
2020
Q2 		– Sell
-41
Closed -$1K – 1433
2020
Q1 		$1K Sell
41
-727
-95% -$19.9K ﹤0.01% 1297
2019
Q4 		$26K Buy
+768
New +$24.5K ﹤0.01% 881
2018
Q1 		– Sell
-59
Closed -$3K – 1943
2017
Q4 		$3K Buy
59
+39
+195% +$1.5K ﹤0.01% 1380
2017
Q3 		$1K Buy
+20
New +$702 ﹤0.01% 1401

Other funds holding STLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc's STLD Position: Q3 2026 in Review

AssetMark Inc reduced its Steel Dynamics (STLD) stake by 0.68% in Q3 2026, selling an estimated $16.1K and leaving 9,731 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #932.

AssetMark Inc first reported a position in STLD in Q3 2017 and has held it in 23 quarters since. The position peaked at $109M in Q1 2024. 506 funds tracked by Wall St. Rank hold STLD as of Q3 2026.

  • AssetMark Inc held 9,731 shares of Steel Dynamics worth $2.16M as of Q3 2026.
  • AssetMark Inc sold 67 Steel Dynamics shares in Q3 2026, an estimated $16.1K.
  • Steel Dynamics made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #932 holding.
  • AssetMark Inc first reported a position in Steel Dynamics in Q3 2017 and has held it in 23 quarters since.
  • AssetMark Inc's Steel Dynamics position peaked at $109M in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2026.

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