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Position history for ASSETMARK, INCASSETMARK, INC's holdings in SPDR S&P BANK ETF

ASSETMARK, INC holds 4,674 shares of KBE (SPDR S&P BANK ETF), worth $318,860 as of 2026-Q2. The position was decreased (-2.0% shares). KBE represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$318,860

Current Shares

4,674

Total Value Change

+$14,372

Total Shares Change

-1,083

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,674
-2.0%
$318,8600.0%$68.22
0
2026-Q1
Increased
4,771
+21.3%
$284,1130.0%$61.51
28
2025-Q4
Decreased
3,932
-6.8%
$238,6330.0%$61.26
0
2025-Q3
Decreased
4,218
-1.0%
$250,6340.0%$59.45
0
2025-Q2
Decreased
4,262
-42.3%
$237,6490.0%$55.04
0
2025-Q1
Increased
7,390
+33.6%
$391,3550.0%$51.51
31
2024-Q4
Decreased
5,532
-3.9%
$306,8600.0%$54.03
0
2024-Q3
Decreased
5,757
-99.5%
$304,4880.0%$50.67
0

Other major holders of KBE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, MORGAN STANLEY

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