AssetMark Inc
BEPC icon

AssetMark Inc’s Brookfield Renewable BEPC Stock Holding History

AssetMark Inc’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.6K Buy
1,660
+1,149
+225% +$44.5K ﹤0.01% 1764
2026
Q1 		$20.4K Buy
511
+140
+38% +$5.7K ﹤0.01% 2047
2025
Q4 		$14.2K Buy
371
+100
+37% +$4.02K ﹤0.01% 2104
2025
Q3 		$9.33K Buy
271
+5
+2% +$171 ﹤0.01% 2135
2025
Q2 		$8.72K Buy
266
+219
+466% +$6.39K ﹤0.01% 1993
2025
Q1 		$1.31K Buy
47
+15
+47% +$411 ﹤0.01% 2253
2024
Q4 		$885 Buy
+32
New +$984 ﹤0.01% 2265
2023
Q2 		– Sell
-1
Closed -$35 – 1568
2023
Q1 		$35 Buy
+1
New +$30 ﹤0.01% 1559

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's BEPC Position: Q2 2026 in Review

AssetMark Inc increased its Brookfield Renewable (BEPC) stake by 225% in Q2 2026, buying an estimated $44.5K and bringing the position to 1,660 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

AssetMark Inc first reported a position in BEPC in Q1 2023 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • AssetMark Inc held 1,660 shares of Brookfield Renewable worth $61.6K as of Q2 2026.
  • AssetMark Inc bought 1,149 Brookfield Renewable shares in Q2 2026, an estimated $44.5K.
  • Brookfield Renewable made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1764 holding.
  • AssetMark Inc first reported a position in Brookfield Renewable in Q1 2023 and has held it in 8 quarters since.
  • 205 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.