AssetMark Inc’s Koppers KOP Stock Holding History

AssetMark Inc’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.5K	Buy	+679	New	+$27.8K	﹤0.01%	2029
2025 Q3	–	Sell	-7	Closed	-$225	–	3237
2025 Q2	$225	Buy	+7	New	+$201	﹤0.01%	2863
2022 Q2	–	Sell	-58	Closed	-$2K	–	1598
2022 Q1	$2K	Buy	58 +3	+5%	+$89	﹤0.01%	1421
2021 Q4	$2K	Hold	55	–	–	﹤0.01%	1373
2021 Q3	$2K	Hold	55	–	–	﹤0.01%	1273
2021 Q2	$2K	Buy	+55	New	+$1.85K	﹤0.01%	1205
2018 Q1	–	Sell	-7	Closed	–	–	1711
2017 Q4	$0	Buy	+7	New	+$341	﹤0.01%	2003
2014 Q3	–	Sell	-10	Closed	–	–	493
2014 Q2	$0	Sell	10 -7,457	-100%	-$292K	﹤0.01%	505
2014 Q1	$308K	Sell	7,467 -310	-4%	-$12.7K	0.01%	340
2013 Q4	$356K	Sell	7,777 -8,163	-51%	-$370K	0.01%	337
2013 Q3	$680K	Buy	+15,940	New	+$629K	0.02%	301

Other funds holding KOP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AssetMark Inc's KOP Position: Q2 2026 in Review

AssetMark Inc opened a new position in Koppers (KOP) in Q2 2026: 679 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in KOP as recently as Q2 2025.

AssetMark Inc first reported a position in KOP in Q3 2013 and has held it in 11 quarters since. The position peaked at $680K in Q3 2013. 217 funds tracked by Wall St. Rank hold KOP as of Q2 2026.

AssetMark Inc held 679 shares of Koppers worth $30.5K as of Q2 2026.
Koppers was a new AssetMark Inc position in Q2 2026.
Koppers made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2029 holding.
AssetMark Inc first reported a position in Koppers in Q3 2013 and has held it in 11 quarters since.
AssetMark Inc's Koppers position peaked at $680K in Q3 2013.
217 funds tracked by Wall St. Rank held Koppers as of Q2 2026.

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