AssetMark Inc
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AssetMark Inc’s Block Inc XYZ Stock Holding History

AssetMark Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$412K Buy
5,608
+249
+5% +$19.8K ﹤0.01% 1291
2026
Q2 		$407K Buy
5,359
+936
+21% +$65.8K ﹤0.01% 1281
2026
Q1 		$266K Buy
4,423
+538
+14% +$32.7K ﹤0.01% 1282
2025
Q4 		$253K Buy
3,885
+938
+32% +$64.7K ﹤0.01% 1243
2025
Q3 		$213K Buy
2,947
+884
+43% +$66.2K ﹤0.01% 1250
2025
Q2 		$140K Buy
2,063
+1,381
+202% +$80.3K ﹤0.01% 1296
2025
Q1 		$37.1K Sell
682
-239
-26% -$17.8K ﹤0.01% 1518
2024
Q4 		$78.3K Buy
921
+742
+415% +$60.9K ﹤0.01% 1299
2024
Q3 		$12K Buy
179
+99
+124% +$6.4K ﹤0.01% 1595
2024
Q2 		$5.16K Buy
80
+65
+433% +$4.55K ﹤0.01% 1597
2024
Q1 		$1.27K Sell
15
-3
-17% -$217 ﹤0.01% 1648
2023
Q4 		$1.39K Buy
+18
New +$1.02K ﹤0.01% 1591
2023
Q3 		– Sell
-5,695
Closed -$379K – 1817
2023
Q2 		$379K Buy
5,695
+2,380
+72% +$149K ﹤0.01% 768
2023
Q1 		$228K Buy
3,315
+1,702
+106% +$127K ﹤0.01% 814
2022
Q4 		$101K Buy
1,613
+824
+104% +$50.8K ﹤0.01% 912
2022
Q3 		$43K Buy
789
+144
+22% +$10.2K ﹤0.01% 980
2022
Q2 		$40K Buy
645
+613
+1,916% +$56K ﹤0.01% 980
2022
Q1 		$4K Sell
32
-2,925
-99% -$354K ﹤0.01% 1329
2021
Q4 		$478K Buy
2,957
+2,661
+899% +$577K ﹤0.01% 550
2021
Q3 		$71K Buy
296
+264
+825% +$67.8K ﹤0.01% 714
2021
Q2 		$8K Buy
+32
New +$7.42K ﹤0.01% 1024
2021
Q1 		– Sell
-54
Closed -$12K – 1565
2020
Q4 		$12K Buy
+54
New +$10.5K ﹤0.01% 902
2020
Q1 		– Sell
-83
Closed -$5K – 1565
2019
Q4 		$5K Sell
83
-670
-89% -$42.8K ﹤0.01% 1120
2019
Q3 		$47K Buy
753
+230
+44% +$15.6K ﹤0.01% 734
2019
Q2 		$38K Buy
523
+211
+68% +$14.7K ﹤0.01% 768
2019
Q1 		$23K Sell
312
-1,144
-79% -$82.9K ﹤0.01% 860
2018
Q4 		$82K Buy
+1,456
New +$103K ﹤0.01% 599

Other funds holding XYZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's XYZ Position: Q3 2026 in Review

AssetMark Inc increased its Block Inc (XYZ) stake by 4.6% in Q3 2026, buying an estimated $19.8K and bringing the position to 5,608 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

AssetMark Inc first reported a position in XYZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $478K in Q4 2021. 477 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • AssetMark Inc held 5,608 shares of Block Inc worth $412K as of Q3 2026.
  • AssetMark Inc bought 249 Block Inc shares in Q3 2026, an estimated $19.8K.
  • Block Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1291 holding.
  • AssetMark Inc first reported a position in Block Inc in Q4 2018 and has held it in 27 quarters since.
  • AssetMark Inc's Block Inc position peaked at $478K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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