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Assetmark Financial Hldg shares owned by Yarbrough Capital

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

Historical chart of Yarbrough Capital investment in Assetmark Financial Hldg

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

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Quarterly reported holdings in Assetmark Financial Hldg by Yarbrough Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 12k 35.41
2023-12-31 $364k 12k 29.95
2023-09-30 $305k 12k 25.08
2023-06-30 $360k 12k 29.66
2023-03-31 $382k 12k 31.45

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View all positions for Yarbrough Capital

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