AssetMark Inc
STNE icon

AssetMark Inc’s StoneCo STNE Stock Holding History

AssetMark Inc’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206 Sell
19
-3,272
-99% -$38.8K ﹤0.01% 3422
2026
Q1 		$46.5K Sell
3,291
-618
-16% -$9.5K ﹤0.01% 1773
2025
Q4 		$57.8K Buy
3,909
+301
+8% +$5.03K ﹤0.01% 1667
2025
Q3 		$68.2K Buy
3,608
+3,195
+774% +$50.8K ﹤0.01% 1533
2025
Q2 		$6.63K Buy
+413
New +$5.51K ﹤0.01% 2061
2023
Q4 		– Sell
-9
Closed -$96 – 2001
2023
Q3 		$96 Buy
+9
New +$111 ﹤0.01% 1702

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

AssetMark Inc's STNE Position: Q2 2026 in Review

AssetMark Inc reduced its StoneCo (STNE) stake by 99% in Q2 2026, selling an estimated $38.8K and leaving 19 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

AssetMark Inc first reported a position in STNE in Q3 2023 and has held it in 6 quarters since. The position peaked at $68.2K in Q3 2025. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • AssetMark Inc held 19 shares of StoneCo worth $206 as of Q2 2026.
  • AssetMark Inc sold 3,272 StoneCo shares in Q2 2026, an estimated $38.8K.
  • StoneCo made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3422 holding.
  • AssetMark Inc first reported a position in StoneCo in Q3 2023 and has held it in 6 quarters since.
  • AssetMark Inc's StoneCo position peaked at $68.2K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

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