AssetMark Inc
POOL icon

AssetMark Inc’s Pool Corp POOL Stock Holding History

AssetMark Inc’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$304K Buy
1,880
+185
+11% +$35K ﹤0.01% 1360
2026
Q2 		$364K Buy
1,695
+612
+57% +$122K ﹤0.01% 1300
2026
Q1 		$219K Sell
1,083
-32
-3% -$7.54K ﹤0.01% 1334
2025
Q4 		$255K Buy
1,115
+62
+6% +$16.1K ﹤0.01% 1241
2025
Q3 		$327K Buy
1,053
+107
+11% +$33.5K ﹤0.01% 1164
2025
Q2 		$276K Buy
946
+72
+8% +$21.8K ﹤0.01% 1149
2025
Q1 		$278K Buy
874
+115
+15% +$39K ﹤0.01% 1077
2024
Q4 		$259K Buy
759
+20
+3% +$7.29K ﹤0.01% 1042
2024
Q3 		$278K Buy
739
+74
+11% +$25.6K ﹤0.01% 971
2024
Q2 		$204K Buy
665
+95
+17% +$34.4K ﹤0.01% 995
2024
Q1 		$230K Buy
570
+157
+38% +$61.4K ﹤0.01% 931
2023
Q4 		$165K Buy
413
+92
+29% +$32.3K ﹤0.01% 954
2023
Q3 		$114K Buy
321
+35
+12% +$12.7K ﹤0.01% 959
2023
Q2 		$107K Buy
286
+131
+85% +$44.8K ﹤0.01% 935
2023
Q1 		$53.1K Buy
155
+6
+4% +$2.13K ﹤0.01% 1024
2022
Q4 		$45K Sell
149
-13
-8% -$4.12K ﹤0.01% 1066
2022
Q3 		$52K Buy
162
+14
+9% +$5K ﹤0.01% 929
2022
Q2 		$52K Sell
148
-48
-24% -$19K ﹤0.01% 906
2022
Q1 		$83K Buy
196
+77
+65% +$36K ﹤0.01% 817
2021
Q4 		$67K Buy
+119
New +$62.4K ﹤0.01% 861
2019
Q1 		– Sell
-9
Closed -$1K – 1476
2018
Q4 		$1K Sell
9
-34
-79% -$5.09K ﹤0.01% 1343
2018
Q3 		$7K Sell
43
-1
-2% -$162 ﹤0.01% 1112
2018
Q2 		$7K Buy
44
+5
+13% +$734 ﹤0.01% 1112
2018
Q1 		$6K Buy
39
+24
+160% +$3.3K ﹤0.01% 1135
2017
Q4 		$2K Sell
15
-6
-29% -$729 ﹤0.01% 1470
2017
Q3 		$2K Buy
+21
New +$2.27K ﹤0.01% 1287

Other funds holding POOL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AssetMark Inc's POOL Position: Q3 2026 in Review

AssetMark Inc increased its Pool Corp (POOL) stake by 11% in Q3 2026, buying an estimated $35K and bringing the position to 1,880 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

AssetMark Inc first reported a position in POOL in Q3 2017 and has held it in 26 quarters since. The position peaked at $364K in Q2 2026. 237 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • AssetMark Inc held 1,880 shares of Pool Corp worth $304K as of Q3 2026.
  • AssetMark Inc bought 185 Pool Corp shares in Q3 2026, an estimated $35K.
  • Pool Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1360 holding.
  • AssetMark Inc first reported a position in Pool Corp in Q3 2017 and has held it in 26 quarters since.
  • AssetMark Inc's Pool Corp position peaked at $364K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

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