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
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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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AssetMark Inc's SWBI Position: Q2 2026 in Review

AssetMark Inc opened a new position in Smith & Wesson (SWBI) in Q2 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #3540 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SWBI as recently as Q2 2025.

AssetMark Inc first reported a position in SWBI in Q3 2024 and has held it in 3 quarters since. The position peaked at $649 in Q3 2024. 199 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • AssetMark Inc held 1 share of Smith & Wesson worth $15 as of Q2 2026.
  • Smith & Wesson was a new AssetMark Inc position in Q2 2026.
  • Smith & Wesson made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3540 holding.
  • AssetMark Inc first reported a position in Smith & Wesson in Q3 2024 and has held it in 3 quarters since.
  • AssetMark Inc's Smith & Wesson position peaked at $649 in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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