AssetMark Inc’s Suzano SUZ Stock Holding History

AssetMark Inc’s Portfolio SUZ Stock Details SUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.84K	Sell	682 -222	-25%	-$1.9K	﹤0.01%	2713
2026 Q2	$7.02K	Sell	904 -74	-8%	-$642	﹤0.01%	2582
2026 Q1	$9.8K	Buy	978 +334	+52%	+$3.38K	﹤0.01%	2321
2025 Q4	$6.02K	Buy	644 +537	+502%	+$4.88K	﹤0.01%	2406
2025 Q3	$1.01K	Buy	107 +43	+67%	+$408	﹤0.01%	2778
2025 Q2	$602	Buy	64 +55	+611%	+$504	﹤0.01%	2714
2025 Q1	$84	Buy	+9	New	+$90	﹤0.01%	2577
2024 Q2	–	Sell	-862	Closed	-$11K	–	2222
2024 Q1	$11K	Buy	862 +738	+595%	+$8.31K	﹤0.01%	1367
2023 Q4	$1.41K	Hold	124	–	–	﹤0.01%	1588
2023 Q3	$1.33K	Buy	+124	New	+$1.24K	﹤0.01%	1509

Other funds holding SUZ

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

AssetMark Inc's SUZ Position: Q3 2026 in Review

AssetMark Inc reduced its Suzano (SUZ) stake by 25% in Q3 2026, selling an estimated $1.9K and leaving 682 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

AssetMark Inc first reported a position in SUZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $11K in Q1 2024. 26 funds tracked by Wall St. Rank hold SUZ as of Q3 2026.

AssetMark Inc held 682 shares of Suzano worth $5.84K as of Q3 2026.
AssetMark Inc sold 222 Suzano shares in Q3 2026, an estimated $1.9K.
Suzano made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2713 holding.
AssetMark Inc first reported a position in Suzano in Q3 2023 and has held it in 10 quarters since.
AssetMark Inc's Suzano position peaked at $11K in Q1 2024.
26 funds tracked by Wall St. Rank held Suzano as of Q3 2026.

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