AssetMark Inc
XPO icon

AssetMark Inc’s XPO XPO Stock Holding History

AssetMark Inc’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.3K Buy
189
+6
+3% +$1.18K ﹤0.01% 2045
2026
Q2 		$37.6K Buy
183
+2
+1% +$423 ﹤0.01% 1945
2026
Q1 		$35.2K Sell
181
-9
-5% -$1.61K ﹤0.01% 1864
2025
Q4 		$25.8K Buy
190
+14
+8% +$1.91K ﹤0.01% 1920
2025
Q3 		$22.8K Buy
176
+77
+78% +$10K ﹤0.01% 1876
2025
Q2 		$12.5K Buy
99
+75
+313% +$8.41K ﹤0.01% 1911
2025
Q1 		$2.58K Buy
24
+13
+118% +$1.65K ﹤0.01% 2132
2024
Q4 		$1.44K Buy
11
+8
+267% +$1.08K ﹤0.01% 2173
2024
Q3 		$323 Hold
3
– – ﹤0.01% 2122
2024
Q2 		$318 Sell
3
-15
-83% -$1.68K ﹤0.01% 1971
2024
Q1 		$2.2K Buy
+18
New +$1.93K ﹤0.01% 1575
2020
Q1 		– Sell
-301
Closed -$8K – 1558
2019
Q4 		$8K Sell
301
-144
-32% -$3.96K ﹤0.01% 1056
2019
Q3 		$11K Buy
445
+144
+48% +$3.33K ﹤0.01% 965
2019
Q2 		$6K Buy
301
+101
+51% +$2.06K ﹤0.01% 1037
2019
Q1 		$4K Buy
200
+110
+122% +$2.11K ﹤0.01% 1095
2018
Q4 		$2K Sell
90
-202
-69% -$5.6K ﹤0.01% 1244
2018
Q3 		$12K Hold
292
– – ﹤0.01% 1025
2018
Q2 		$10K Buy
+292
New +$10.6K ﹤0.01% 1049
2018
Q1 		– Sell
-9
Closed – – 2042
2017
Q4 		$0 Buy
+9
New +$230 ﹤0.01% 2158

Other funds holding XPO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Jay A. Fishman Ltd
Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AssetMark Inc's XPO Position: Q3 2026 in Review

AssetMark Inc increased its XPO (XPO) stake by 3.3% in Q3 2026, buying an estimated $1.18K and bringing the position to 189 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

AssetMark Inc first reported a position in XPO in Q4 2017 and has held it in 19 quarters since. The position peaked at $37.6K in Q2 2026. 339 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • AssetMark Inc held 189 shares of XPO worth $33.3K as of Q3 2026.
  • AssetMark Inc bought 6 XPO shares in Q3 2026, an estimated $1.18K.
  • XPO made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2045 holding.
  • AssetMark Inc first reported a position in XPO in Q4 2017 and has held it in 19 quarters since.
  • AssetMark Inc's XPO position peaked at $37.6K in Q2 2026.
  • 339 funds tracked by Wall St. Rank held XPO as of Q3 2026.

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