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 Q3	$30.8K	Sell	676 -3	-0.4%	-$142	﹤0.01%	2081
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	+$1.86K	﹤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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

AssetMark Inc's KOP Position: Q3 2026 in Review

AssetMark Inc reduced its Koppers (KOP) stake by 0.44% in Q3 2026, selling an estimated $142 and leaving 676 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

AssetMark Inc first reported a position in KOP in Q3 2013 and has held it in 12 quarters since. The position peaked at $680K in Q3 2013. 86 funds tracked by Wall St. Rank hold KOP as of Q3 2026.

AssetMark Inc held 676 shares of Koppers worth $30.8K as of Q3 2026.
AssetMark Inc sold 3 Koppers shares in Q3 2026, an estimated $142.
Koppers made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2081 holding.
AssetMark Inc first reported a position in Koppers in Q3 2013 and has held it in 12 quarters since.
AssetMark Inc's Koppers position peaked at $680K in Q3 2013.
86 funds tracked by Wall St. Rank held Koppers as of Q3 2026.

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