AssetMark Inc
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AssetMark Inc’s Westamerica Bancorp WABC Stock Holding History

AssetMark Inc’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$525 Buy
+9
New +$534 ﹤0.01% 3397
2018
Q1 		– Sell
-9
Closed -$1K – 2023
2017
Q4 		$1K Buy
+9
New +$529 ﹤0.01% 1741
2016
Q1 		– Sell
-2
Closed – – 1424
2015
Q4 		$0 Buy
+2
New +$93 ﹤0.01% 1488

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's WABC Position: Q3 2026 in Review

AssetMark Inc opened a new position in Westamerica Bancorp (WABC) in Q3 2026: 9 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #3397 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in WABC as recently as Q4 2017.

AssetMark Inc first reported a position in WABC in Q4 2015 and has held it in 3 quarters since. The position peaked at $1K in Q4 2017. 70 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • AssetMark Inc held 9 shares of Westamerica Bancorp worth $525 as of Q3 2026.
  • Westamerica Bancorp was a new AssetMark Inc position in Q3 2026.
  • Westamerica Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3397 holding.
  • AssetMark Inc first reported a position in Westamerica Bancorp in Q4 2015 and has held it in 3 quarters since.
  • AssetMark Inc's Westamerica Bancorp position peaked at $1K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

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