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Assetmark Financial Hldg shares owned by Franklin Resources

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Franklin Resources from 13F filings

Historical chart of Franklin Resources investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Franklin Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Franklin Resources

Quarter filed Position value Share count Share price at filing
2023-12-31 $322k 11k 29.96
2023-09-30 $270k 11k 25.09
2023-06-30 $319k 11k 29.67
2019-12-31 $5.9M 202k 29.02
2019-09-30 $3.9M 149k 26.05

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Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg