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ASSETMARK, INC → SMA

ASSETMARK, INC SMA Position History

SmartStop Self Storage REIT, Inc. • Financial Services

Quarters held
4
Latest value
$64K
Q3 2026
Peak value
$64K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31K
Q1 2026$52K
Q2 2026$56K
Q3 2026$64K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$64K2.0K——
Q2 2026$56K1.7K——
Q1 2026$52K1.7K——
Q4 2025$31K1.0K——

Other funds holding SMA

Other ASSETMARK, INC positions

VGES

VANGUARD WORLD FD

$4B
VGES

VANGUARD WORLD FD

$3.7B
VGES

VANGUARD WORLD FD

$3.5B
VGES

VANGUARD WORLD FD

$3.4B
VGES

VANGUARD WORLD FD

$3.1B
VGES

VANGUARD INDEX FDS

$2.9B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD WORLD FD

$2.6B