AssetMark Inc
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AssetMark Inc’s Via Transportation Inc VIA Stock Holding History

AssetMark Inc’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$174K Buy
5,736
+1,817
+46% +$43.4K ﹤0.01% 1507
2026
Q2 		$71.1K Buy
3,919
+287
+8% +$4.49K ﹤0.01% 1721
2026
Q1 		$54.5K Buy
3,632
+1,710
+89% +$34.1K ﹤0.01% 1726
2025
Q4 		$55.8K Buy
1,922
+1,172
+156% +$48.4K ﹤0.01% 1683
2025
Q3 		$36.1K Buy
+750
New +$37.1K ﹤0.01% 1747

Other funds holding VIA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robert Bosch
Robert Bosch Gerlingen Schillerhoehe, Germany $151M AUM 11.73% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

AssetMark Inc's VIA Position: Q3 2026 in Review

AssetMark Inc increased its Via Transportation Inc (VIA) stake by 46% in Q3 2026, buying an estimated $43.4K and bringing the position to 5,736 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

AssetMark Inc first reported a position in VIA in Q3 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold VIA as of Q3 2026.

  • AssetMark Inc held 5,736 shares of Via Transportation Inc worth $174K as of Q3 2026.
  • AssetMark Inc bought 1,817 Via Transportation Inc shares in Q3 2026, an estimated $43.4K.
  • Via Transportation Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1507 holding.
  • AssetMark Inc first reported a position in Via Transportation Inc in Q3 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Via Transportation Inc as of Q3 2026.

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