AssetMark Inc
TRMD icon

AssetMark Inc’s TORM TRMD Stock Holding History

AssetMark Inc’s Portfolio TRMD Stock Details TRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215K Buy
5,638
+4,050
+255% +$128K ﹤0.01% 1447
2026
Q2 		$41.4K Buy
+1,588
New +$48.1K ﹤0.01% 1904
2024
Q4 		– Sell
-1,187
Closed -$40.6K – 2667
2024
Q3 		$40.6K Buy
1,187
+516
+77% +$18.9K ﹤0.01% 1338
2024
Q2 		$26K Buy
+671
New +$24K ﹤0.01% 1340

Other funds holding TRMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Professional Planners Ltd (MPPL)
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $506M AUM 37.62% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SLT Holdings
SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

AssetMark Inc's TRMD Position: Q3 2026 in Review

AssetMark Inc increased its TORM (TRMD) stake by 255% in Q3 2026, buying an estimated $128K and bringing the position to 5,638 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

AssetMark Inc first reported a position in TRMD in Q2 2024 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold TRMD as of Q3 2026.

  • AssetMark Inc held 5,638 shares of TORM worth $215K as of Q3 2026.
  • AssetMark Inc bought 4,050 TORM shares in Q3 2026, an estimated $128K.
  • TORM made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1447 holding.
  • AssetMark Inc first reported a position in TORM in Q2 2024 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held TORM as of Q3 2026.

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