AssetMark Inc’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

AssetMark Inc’s Portfolio BBUC Stock Details BBUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$536	Hold	21	–	–	﹤0.01%	3386
2026 Q2	$627	Hold	21	–	–	﹤0.01%	3247
2026 Q1	$664	Hold	21	–	–	﹤0.01%	3125
2025 Q4	$753	Buy	+21	New	+$735	﹤0.01%	3013

Other funds holding BBUC

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return

Tandem Capital Management Woodcliff Lake, New Jersey $226M AUM 26.05% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

AssetMark Inc's BBUC Position: Q3 2026 in Review

AssetMark Inc held its Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) position steady in Q3 2026 at 21 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

AssetMark Inc first reported a position in BBUC in Q4 2025 and has held it in 4 quarters since. The position peaked at $753 in Q4 2025. 44 funds tracked by Wall St. Rank hold BBUC as of Q3 2026.

AssetMark Inc held 21 shares of Brookfield Business Corp Class A Subordinate Voting Shares worth $536 as of Q3 2026.
AssetMark Inc left its Brookfield Business Corp Class A Subordinate Voting Shares share count unchanged in Q3 2026.
Brookfield Business Corp Class A Subordinate Voting Shares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3386 holding.
AssetMark Inc first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q4 2025 and has held it in 4 quarters since.
AssetMark Inc's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $753 in Q4 2025.
44 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.