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Managed Portfolio Series shares owned by Assetmark

Quarter-by-quarter ownership of Managed Portfolio Series (KAMO) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Managed Portfolio Series

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All positions including Managed Portfolio Series held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 679k 25.03

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Top funds holding Managed Portfolio Series

Assetmark
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