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Financial Institutions shares owned by Assetmark

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Financial Institutions

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

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Quarterly reported holdings in Financial Institutions by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $109 4 27.25
2025-06-30 $103 4 25.75

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Assetmark

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
State Street Corporation
Geode Capital Management
ProShare Advisors
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Verition Fund Management
Commonwealth Equity Services
Fourthstone
Renaissance Technologies

View all funds holding Financial Institutions