AssetMark Inc
L icon

AssetMark Inc’s Loews L Stock Holding History

AssetMark Inc’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$578K Buy
5,533
+1,314
+31% +$147K ﹤0.01% 1213
2026
Q2 		$478K Buy
4,219
+416
+11% +$45.1K ﹤0.01% 1243
2026
Q1 		$406K Buy
3,803
+285
+8% +$30.5K ﹤0.01% 1202
2025
Q4 		$370K Buy
3,518
+470
+15% +$48.5K ﹤0.01% 1182
2025
Q3 		$306K Buy
3,048
+1,081
+55% +$102K ﹤0.01% 1176
2025
Q2 		$180K Buy
1,967
+1,270
+182% +$111K ﹤0.01% 1242
2025
Q1 		$64.1K Sell
697
-135
-16% -$11.5K ﹤0.01% 1379
2024
Q4 		$70.5K Buy
832
+449
+117% +$37K ﹤0.01% 1325
2024
Q3 		$30.3K Buy
383
+1
+0.3% +$78 ﹤0.01% 1410
2024
Q2 		$28.6K Buy
382
+272
+247% +$20.6K ﹤0.01% 1326
2024
Q1 		$8.61K Sell
110
-104
-49% -$7.69K ﹤0.01% 1402
2023
Q4 		$14.9K Sell
214
-27,558
-99% -$1.83M ﹤0.01% 1325
2023
Q3 		$1.76M Buy
27,772
+1,859
+7% +$116K 0.01% 527
2023
Q2 		$1.54M Buy
25,913
+3,295
+15% +$191K 0.01% 531
2023
Q1 		$1.31M Buy
22,618
+3,734
+20% +$221K 0.01% 547
2022
Q4 		$1.1M Buy
18,884
+5,383
+40% +$300K ﹤0.01% 552
2022
Q3 		$673K Buy
13,501
+4,661
+53% +$262K ﹤0.01% 607
2022
Q2 		$524K Buy
8,840
+4,834
+121% +$304K ﹤0.01% 625
2022
Q1 		$260K Buy
4,006
+2,906
+264% +$178K ﹤0.01% 701
2021
Q4 		$64K Buy
1,100
+1,048
+2,015% +$59.5K ﹤0.01% 870
2021
Q3 		$3K Buy
+52
New +$2.82K ﹤0.01% 1222
2021
Q1 		– Sell
-3,460
Closed -$156K – 1448
2020
Q4 		$156K Buy
+3,460
New +$139K ﹤0.01% 578
2020
Q1 		– Sell
-3
Closed – – 1462
2019
Q4 		$0 Sell
3
-4,742
-100% -$239K ﹤0.01% 1436
2019
Q3 		$244K Sell
4,745
-246
-5% -$12.7K ﹤0.01% 459
2019
Q2 		$273K Buy
+4,991
New +$256K ﹤0.01% 429
2018
Q1 		– Sell
-85
Closed -$4K – 1712
2017
Q4 		$4K Buy
85
+51
+150% +$2.52K ﹤0.01% 1296
2017
Q3 		$2K Buy
+34
New +$1.62K ﹤0.01% 1279

Other funds holding L

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's L Position: Q3 2026 in Review

AssetMark Inc increased its Loews (L) stake by 31% in Q3 2026, buying an estimated $147K and bringing the position to 5,533 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

AssetMark Inc first reported a position in L in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.76M in Q3 2023. 361 funds tracked by Wall St. Rank hold L as of Q3 2026.

  • AssetMark Inc held 5,533 shares of Loews worth $578K as of Q3 2026.
  • AssetMark Inc bought 1,314 Loews shares in Q3 2026, an estimated $147K.
  • Loews made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1213 holding.
  • AssetMark Inc first reported a position in Loews in Q3 2017 and has held it in 27 quarters since.
  • AssetMark Inc's Loews position peaked at $1.76M in Q3 2023.
  • 361 funds tracked by Wall St. Rank held Loews as of Q3 2026.

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