Mackenzie Financial’s Allegion ALLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.77M Sell
12,577
-42,597
-77% -$5.79M ﹤0.01% 1085
2026
Q1
$8.02M Buy
55,174
+45,566
+474% +$7.27M 0.01% 564
2025
Q4
$1.55M Buy
9,608
+6,787
+241% +$1.13M ﹤0.01% 944
2025
Q3
$500K Sell
2,821
-6,112
-68% -$1.01M ﹤0.01% 1249
2025
Q2
$1.29M Sell
8,933
-62
-0.7% -$8.48K ﹤0.01% 950
2025
Q1
$1.17M Sell
8,995
-1,351
-13% -$175K ﹤0.01% 940
2024
Q4
$1.35M Buy
10,346
+7,554
+271% +$1.07M ﹤0.01% 871
2024
Q3
$407K Sell
2,792
-225
-7% -$29.8K ﹤0.01% 1081
2024
Q2
$356K Sell
3,017
-134,140
-98% -$16.5M ﹤0.01% 1102
2024
Q1
$18.5M Sell
137,157
-247,098
-64% -$31.6M 0.03% 346
2023
Q4
$48.7M Sell
384,255
-23,313
-6% -$2.49M 0.07% 216
2023
Q3
$41.9M Buy
407,568
+5,330
+1% +$600K 0.07% 221
2023
Q2
$47.8M Sell
402,238
-2,325
-0.6% -$254K 0.07% 219
2023
Q1
$43.2M Buy
+404,563
New +$45.4M 0.07% 241
2022
Q4
Sell
-366,163
Closed -$32.8M 1432
2022
Q3
$32.8M Buy
366,163
+622
+0.2% +$61.6K 0.06% 256
2022
Q2
$35.8M Buy
365,541
+11,468
+3% +$1.24M 0.06% 252
2022
Q1
$38.9M Buy
354,073
+207,249
+141% +$24.6M 0.05% 254
2021
Q4
$19.4M Sell
146,824
-10,074
-6% -$1.32M 0.03% 374
2021
Q3
$20.7M Buy
156,898
+1,270
+0.8% +$176K 0.03% 337
2021
Q2
$21.7M Sell
155,628
-172,298
-53% -$23.5M 0.03% 328
2021
Q1
$41.2M Buy
327,926
+145,189
+79% +$16.8M 0.06% 228
2020
Q4
$21.3M Buy
182,737
+92,706
+103% +$10.1M 0.05% 255
2020
Q3
$8.9M Buy
90,031
+4,447
+5% +$451K 0.02% 321
2020
Q2
$8.75M Buy
85,584
+80,672
+1,642% +$7.95M 0.02% 319
2020
Q1
$452K Sell
4,912
-446
-8% -$53.4K ﹤0.01% 816
2019
Q4
$667K Buy
5,358
+2,624
+96% +$303K ﹤0.01% 808
2019
Q3
$283K Sell
2,734
-125
-4% -$12.7K ﹤0.01% 899
2019
Q2
$316K Sell
2,859
-1,104
-28% -$110K ﹤0.01% 948
2019
Q1
$359K Buy
3,963
+1,095
+38% +$95.3K ﹤0.01% 1080
2018
Q4
$229K Buy
2,868
+97
+4% +$8.37K ﹤0.01% 1074
2018
Q3
$251K Buy
+2,771
New +$234K ﹤0.01% 1024

Other funds holding ALLE

Mackenzie Financial's ALLE Position: Q2 2026 in Review

Mackenzie Financial reduced its Allegion (ALLE) stake by 77% in Q2 2026, selling an estimated $5.79M and leaving 12,577 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Mackenzie Financial first reported a position in ALLE in Q3 2018 and has held it in 31 quarters since. The position peaked at $48.7M in Q4 2023. 731 funds tracked by Wall St. Rank hold ALLE as of Q2 2026.

  • Mackenzie Financial held 12,577 shares of Allegion worth $1.77M as of Q2 2026.
  • Mackenzie Financial sold 42,597 Allegion shares in Q2 2026, an estimated $5.79M.
  • Allegion made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1085 holding.
  • Mackenzie Financial first reported a position in Allegion in Q3 2018 and has held it in 31 quarters since.
  • Mackenzie Financial's Allegion position peaked at $48.7M in Q4 2023.
  • 731 funds tracked by Wall St. Rank held Allegion as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.