Assetmark, Inc Incresed Positions in Q2 2025

Assetmark, Inc

  • $41.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
650
+ 331.63%
$9.5 - $18.21 $6.18K - $11.8K
846 $15K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
435
+ 1977.27%
$28.81 - $34.65 $12.5K - $15.1K
457 $13K
AFG
American Financial Group Inc

Financial Services
93
+ 344.44%
$116.9 - $132.12 $10.9K - $12.3K
120 $15K
AVTR
Avantor, Inc.

Basic Materials
1.01K
+ 169.01%
$11.94 - $16.29 $12K - $16.4K
1.61K $21K
EHC
Encompass Health Corp

Healthcare
88
+ 123.94%
$96.12 - $122.63 $8.46K - $10.8K
159 $19K
FDVV
Fidelity High Dividend ETF

ETFs
211
+ 80.53%
$43.6 - $52.02 $9.2K - $11K
473 $24K
GTES
Gates Industrial Corp PLC

Industrials
207
+ 13.23%
$15.56 - $23.13 $3.22K - $4.79K
1.77K $40K
IPGP
Ipg Photonics Corp

Technology
43
+ 2.7%
$49.68 - $69.26 $2.14K - $2.98K
1.64K $112K
STRA
Strategic Education, Inc.

Consumer Defensive
139
+ 54.3%
$77.09 - $92.26 $10.7K - $12.8K
395 $33K
CPT
Camden Property Trust

Real Estate
104
+ 179.31%
$106.53 - $122.8 $11.1K - $12.8K
162 $18K
FHN
First Horizon Corp

Financial Services
546
+ 262.5%
$16.21 - $21.2 $8.85K - $11.6K
754 $15K
AFRM
Affirm Holdings, Inc.

Technology
134
+ 515.38%
$35.75 - $69.14 $4.79K - $9.26K
160 $11K
APG
A Pi Group Corp

Industrials
170
+ 346.94%
$32.2 - $51.23 $5.47K - $8.71K
219 $11K
ASX
Ase Technology Holding Co., Ltd.

Technology
455
+ 14.5%
$7.42 - $10.65 $3.38K - $4.85K
3.59K $37K
RFDI
First Trust ETF Iii Riverfront

ETFs
135
+ 385.71%
$58.95 - $73.36 $7.96K - $9.9K
170 $12K
PMAR
Innovator U.S. Equity Power Bu

ETFs
219
+ 308.45%
$37.18 - $42.23 $8.14K - $9.25K
290 $12K
PDD
Pinduoduo Inc.

Consumer Cyclical
91
+ 1516.67%
$88.35 - $122.19 $8.04K - $11.1K
97 $10K
PBA
Pembina Pipeline Corp

Energy
255
+ 205.65%
$35.16 - $40.88 $8.97K - $10.4K
379 $14K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
100
+ 10.79%
$94.78 - $95.97 $9.48K - $9.6K
1.03K $98K
BFS
Saul Centers, Inc.

Real Estate
277
+ 263.81%
$32.21 - $36.42 $8.92K - $10.1K
382 $13K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
258
+ 1517.65%
$31.4 - $37.18 $8.1K - $9.59K
275 $10K
SNV
Synovus Financial Corp

Financial Services
188
+ 1446.15%
$38.27 - $51.75 $7.19K - $9.73K
201 $10K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
70
+ 13.94%
$75.29 - $91.16 $5.27K - $6.38K
572 $51K
XPO
Xpo Logistics, Inc.

Industrials
75
+ 312.5%
$91.46 - $128.1 $6.86K - $9.61K
99 $12K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
105
+ 36.08%
$66.87 - $79.47 $7.02K - $8.34K
396 $31K
AL
Air Lease Corp

Industrials
146
+ 768.42%
$40.46 - $58.71 $5.91K - $8.57K
165 $9K
DOX
Amdocs LTD

Technology
91
+ 77.12%
$80.46 - $94.08 $7.32K - $8.56K
209 $19K
AORT
Artivion, Inc.

Healthcare
26
+ 1.88%
$22.19 - $31.19 $577 - $811
1.41K $43K
CUBI
Customers Bancorp, Inc.

Financial Services
88
+ 19.6%
$42.75 - $58.98 $3.76K - $5.19K
537 $31K
HIMX
Himax Technologies, Inc.

Technology
300
+ 7.39%
$5.89 - $9.44 $1.77K - $2.83K
4.36K $38K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
27
+ 5.22%
$101.97 - $126.75 $2.75K - $3.42K
544 $68K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
165
+ 11.49%
$26.69 - $33.44 $4.4K - $5.52K
1.6K $52K
KNSL
Kinsale Capital Group, Inc.

Financial Services
19
+ 380.0%
$419.99 - $501.97 $7.98K - $9.54K
24 $11K
NICE
Nice Ltd.

Technology
1
+ 0.17%
$141.3 - $178.32 $141 - $178
599 $101K
PKG
Packaging Corp Of America

Consumer Cyclical
69
+ 17.29%
$175.97 - $201.36 $12.1K - $13.9K
468 $88K
QRVO
Qorvo, Inc.

Technology
96
+ 128.0%
$50.81 - $84.91 $4.88K - $8.15K
171 $14K
CPB
Campbell Soup CO

Consumer Defensive
2.14K
+ 34.95%
$30.65 - $39.9 $65.5K - $85.3K
8.26K $253K
UGI
Ugi Corp

Utilities
235
+ 1468.75%
$30.18 - $36.59 $7.09K - $8.6K
251 $9K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
150
+ 18.63%
$24.53 - $35.75 $3.68K - $5.36K
955 $31K
AWR
American States Water CO

Utilities
128
+ 16.37%
$75.1 - $81.3 $9.61K - $10.4K
910 $69K
AVEM
American Centy ETF Tr Avantis

ETFs
90
+ 31.69%
$53.08 - $68.54 $4.78K - $6.17K
374 $25K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
110
+ 26.25%
$86.97 - $102.82 $9.57K - $11.3K
529 $50K
DTM
Dt Midstream, Inc.

Energy
65
+ 48.15%
$87.23 - $109.91 $5.67K - $7.14K
200 $21K
SIL
Global X Silver Miners ETF

ETFs
147
+ 367.5%
$33.97 - $49.02 $4.99K - $7.21K
187 $9K
IMO
Imperial Oil LTD

Energy
94
+ 376.0%
$60.22 - $81.91 $5.66K - $7.7K
119 $9K
ITB
Ishares Tr

ETFs
183
+ 4.57%
$85.52 - $96.61 $15.7K - $17.7K
4.19K $389K
JEF
Jefferies Financial Group Inc.

Financial Services
105
+ 4.17%
$41.06 - $56.09 $4.31K - $5.89K
2.63K $143K
LUMN
Lumen Technologies, Inc.

Communication Services
1.73K
+ 1426.45%
$3.07 - $4.51 $5.3K - $7.78K
1.85K $8K
NTNX
Nutanix, Inc.

Technology
94
+ 120.51%
$58.17 - $83.07 $5.47K - $7.81K
172 $13K
Activity Summary
Buys All Purchases 2088 New Holdings 540 Increased Positions 1548 Sells All Sells 692 Reductions 691 Sold out 1 Options Calls 0 Puts 0
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