AssetMark Inc
IMO icon

AssetMark Inc’s Imperial Oil IMO Stock Holding History

AssetMark Inc’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84.8K Buy
689
+32
+5% +$4.08K ﹤0.01% 1697
2026
Q2 		$73.6K Sell
657
-8
-1% -$1K ﹤0.01% 1715
2026
Q1 		$86.9K Buy
665
+12
+2% +$1.35K ﹤0.01% 1590
2025
Q4 		$56.3K Buy
653
+442
+209% +$40.2K ﹤0.01% 1678
2025
Q3 		$19.2K Buy
211
+92
+77% +$7.95K ﹤0.01% 1930
2025
Q2 		$9.48K Buy
119
+94
+376% +$6.71K ﹤0.01% 1970
2025
Q1 		$1.84K Hold
25
– – ﹤0.01% 2187
2024
Q4 		$1.56K Hold
25
– – ﹤0.01% 2165
2024
Q3 		$1.79K Hold
25
– – ﹤0.01% 1901
2024
Q2 		$1.73K Sell
25
-9
-26% -$620 ﹤0.01% 1766
2024
Q1 		$2.38K Sell
34
-776
-96% -$47.4K ﹤0.01% 1564
2023
Q4 		$46.3K Buy
810
+732
+938% +$42K ﹤0.01% 1178
2023
Q3 		$4.8K Buy
+78
New +$4.27K ﹤0.01% 1395
2023
Q1 		– Sell
-41
Closed -$2K – 1653
2022
Q4 		$2K Hold
41
– – ﹤0.01% 1439
2022
Q3 		$2K Hold
41
– – ﹤0.01% 1394
2022
Q2 		$2K Hold
41
– – ﹤0.01% 1372
2022
Q1 		$2K Buy
+41
New +$1.76K ﹤0.01% 1416
2018
Q1 		– Sell
-63
Closed -$2K – 1677
2017
Q4 		$2K Buy
63
+53
+530% +$1.65K ﹤0.01% 1455
2017
Q3 		$0 Buy
+10
New +$297 ﹤0.01% 1537

Other funds holding IMO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

AssetMark Inc's IMO Position: Q3 2026 in Review

AssetMark Inc increased its Imperial Oil (IMO) stake by 4.9% in Q3 2026, buying an estimated $4.08K and bringing the position to 689 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

AssetMark Inc first reported a position in IMO in Q3 2017 and has held it in 19 quarters since. The position peaked at $86.9K in Q1 2026. 187 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • AssetMark Inc held 689 shares of Imperial Oil worth $84.8K as of Q3 2026.
  • AssetMark Inc bought 32 Imperial Oil shares in Q3 2026, an estimated $4.08K.
  • Imperial Oil made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1697 holding.
  • AssetMark Inc first reported a position in Imperial Oil in Q3 2017 and has held it in 19 quarters since.
  • AssetMark Inc's Imperial Oil position peaked at $86.9K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

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