AssetMark Inc’s Calumet Specialty Products CLMT Stock Holding History

AssetMark Inc’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$314	Buy	+6	New	+$284	﹤0.01%	3529

Other funds holding CLMT

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

AssetMark Inc's CLMT Position: Q3 2026 in Review

AssetMark Inc opened a new position in Calumet Specialty Products (CLMT) in Q3 2026: 6 shares worth $314. The stake represents ﹤0.01% of the portfolio and ranks #3529 among its holdings.

59 funds tracked by Wall St. Rank hold CLMT as of Q3 2026.

AssetMark Inc held 6 shares of Calumet Specialty Products worth $314 as of Q3 2026.
Calumet Specialty Products was a new AssetMark Inc position in Q3 2026.
Calumet Specialty Products made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3529 holding.
59 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2026.

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