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ASSETMARK, INC BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
5
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.9M |
| Q4 2025 | $9.6M |
| Q1 2026 | $12.6M |
| Q2 2026 | $16.4M |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 127.0K | — | — |
| Q2 2026 | $16.4M | 120.0K | — | — |
| Q1 2026 | $12.6M | 77.6K | — | — |
| Q4 2025 | $9.6M | 43.0K | — | — |
| Q3 2025 | $7.9M | 33.0K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M