AssetMark Inc
EC icon

AssetMark Inc’s Ecopetrol EC Stock Holding History

AssetMark Inc’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.2K Sell
1,045
-55
-5% -$918 ﹤0.01% 2313
2026
Q2 		$15.7K Buy
1,100
+316
+40% +$4.57K ﹤0.01% 2279
2026
Q1 		$11.8K Sell
784
-33
-4% -$418 ﹤0.01% 2258
2025
Q4 		$8.19K Sell
817
-298
-27% -$2.84K ﹤0.01% 2292
2025
Q3 		$10.3K Buy
1,115
+1,044
+1,470% +$9.36K ﹤0.01% 2105
2025
Q2 		$628 Buy
+71
New +$628 ﹤0.01% 2701
2024
Q4 		– Sell
-32
Closed -$286 – 2613
2024
Q3 		$286 Buy
+32
New +$324 ﹤0.01% 2133
2020
Q2 		– Sell
-100
Closed -$1K – 1299
2020
Q1 		$1K Sell
100
-37
-27% -$612 ﹤0.01% 1252
2019
Q4 		$3K Hold
137
– – ﹤0.01% 1165
2019
Q3 		$2K Buy
137
+37
+37% +$641 ﹤0.01% 1156
2019
Q2 		$2K Buy
100
+23
+30% +$430 ﹤0.01% 1152
2019
Q1 		$2K Sell
77
-16
-17% -$313 ﹤0.01% 1158
2018
Q4 		$1K Sell
93
-79
-46% -$1.7K ﹤0.01% 1296
2018
Q3 		$5K Buy
172
+17
+11% +$376 ﹤0.01% 1165
2018
Q2 		$3K Buy
155
+42
+37% +$890 ﹤0.01% 1222
2018
Q1 		$2K Buy
+113
New +$2.02K ﹤0.01% 1260

Other funds holding EC

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
O'Brien Greene & Co
O'Brien Greene & Co Media, Pennsylvania $357M AUM 24.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's EC Position: Q3 2026 in Review

AssetMark Inc reduced its Ecopetrol (EC) stake by 5% in Q3 2026, selling an estimated $918 and leaving 1,045 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

AssetMark Inc first reported a position in EC in Q1 2018 and has held it in 16 quarters since. 54 funds tracked by Wall St. Rank hold EC as of Q3 2026.

  • AssetMark Inc held 1,045 shares of Ecopetrol worth $17.2K as of Q3 2026.
  • AssetMark Inc sold 55 Ecopetrol shares in Q3 2026, an estimated $918.
  • Ecopetrol made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2313 holding.
  • AssetMark Inc first reported a position in Ecopetrol in Q1 2018 and has held it in 16 quarters since.
  • 54 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2026.

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