Sumitomo Mitsui Financial Group, Inc.

ASSETMARK, INC SMFG

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/23/2026

Shares

150,140

Value ($000)

2,902

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/23/2026	2,902	0.0%	150,140	12/31/2025
2025 Q3	11/6/2025	1,700	0.0%	101,571	9/30/2025
2025 Q2	8/4/2025	889	0.0%	58,805	6/30/2025
2025 Q1	5/6/2025	473	0.0%	30,588	3/31/2025
2024 Q4	2/6/2025	272	0.0%	18,741	12/31/2024
2024 Q3	11/1/2024	110	0.0%	8,738	9/30/2024
2024 Q2	8/13/2024	95	0.0%	7,069	6/30/2024
2024 Q1	5/7/2024	81	0.0%	6,873	3/31/2024
2023 Q4	2/9/2024	64	0.0%	6,641	12/31/2023
2023 Q3	10/27/2023	57	0.0%	5,794	9/30/2023
2023 Q2	8/11/2023	50	0.0%	5,794	6/30/2023
2023 Q1	5/5/2023	46	0.0%	5,794	3/31/2023
2022 Q4	2/10/2023	73	0.0%	9,081	12/31/2022
2022 Q3	11/1/2022	22	0.0%	3,991	9/30/2022
2022 Q2	8/3/2022	24	0.0%	3,991	6/30/2022
2022 Q1	5/13/2022	46	0.0%	7,402	3/31/2022
2021 Q4	2/14/2022	27	0.0%	3,991	12/31/2021
2021 Q3	11/12/2021	28	0.0%	3,991	9/30/2021
2021 Q2	8/16/2021	27	0.0%	3,991	6/30/2021
2021 Q1	5/14/2021	29	0.0%	4,056	3/31/2021
2020 Q4	2/10/2021	22	0.0%	3,567	12/31/2020
2020 Q3	11/13/2020	116	0.0%	20,815	9/30/2020
2020 Q2	8/11/2020	104	0.0%	18,457	6/30/2020
2020 Q1	5/12/2020	92	0.0%	19,153	3/31/2020
2019 Q4	2/11/2020	153	0.0%	20,636	12/31/2019