AssetMark Inc
BEP icon

AssetMark Inc’s Brookfield Renewable BEP Stock Holding History

AssetMark Inc’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48K Hold
129
– – ﹤0.01% 2727
2026
Q1 		$4.21K Hold
129
– – ﹤0.01% 2635
2025
Q4 		$3.48K Hold
129
– – ﹤0.01% 2593
2025
Q3 		$3.33K Hold
129
– – ﹤0.01% 2476
2025
Q2 		$3.29K Buy
+129
New +$3.03K ﹤0.01% 2267
2023
Q2 		– Sell
-7
Closed -$298 – 1569
2023
Q1 		$298 Buy
+7
New +$197 ﹤0.01% 1515

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AssetMark Inc's BEP Position: Q2 2026 in Review

AssetMark Inc held its Brookfield Renewable (BEP) position steady in Q2 2026 at 129 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

AssetMark Inc first reported a position in BEP in Q1 2023 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • AssetMark Inc held 129 shares of Brookfield Renewable worth $4.48K as of Q2 2026.
  • AssetMark Inc left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2727 holding.
  • AssetMark Inc first reported a position in Brookfield Renewable in Q1 2023 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.