AssetMark Inc
SWBI icon

AssetMark Inc’s Smith & Wesson SWBI Stock Holding History

AssetMark Inc’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$42 Buy
3
+2
+200% +$28 ﹤0.01% 3724
2026
Q2 		$15 Buy
+1
New +$15 ﹤0.01% 3540
2025
Q3 		– Sell
-6
Closed -$52 – 3257
2025
Q2 		$52 Buy
+6
New +$57 ﹤0.01% 2969
2024
Q4 		– Sell
-50
Closed -$649 – 2662
2024
Q3 		$649 Buy
+50
New +$722 ﹤0.01% 2054

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Aviance Capital Partners
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

AssetMark Inc's SWBI Position: Q3 2026 in Review

AssetMark Inc increased its Smith & Wesson (SWBI) stake by 200% in Q3 2026, buying an estimated $28 and bringing the position to 3 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

AssetMark Inc first reported a position in SWBI in Q3 2024 and has held it in 4 quarters since. The position peaked at $649 in Q3 2024. 52 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

  • AssetMark Inc held 3 shares of Smith & Wesson worth $42 as of Q3 2026.
  • AssetMark Inc bought 2 Smith & Wesson shares in Q3 2026, an estimated $28.
  • Smith & Wesson made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3724 holding.
  • AssetMark Inc first reported a position in Smith & Wesson in Q3 2024 and has held it in 4 quarters since.
  • AssetMark Inc's Smith & Wesson position peaked at $649 in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

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