Mackenzie Financial
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Mackenzie Financial’s Atara Biotherapeutics ATRA Stock Holding History

Mackenzie Financial’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Sell
233,249
-80,371
-26% -$641K ﹤0.01% 985
2026
Q1 		$1.48M Buy
313,620
+254,952
+435% +$1.56M ﹤0.01% 1002
2025
Q4 		$1.05M Sell
58,668
-5,148
-8% -$76.8K ﹤0.01% 1038
2025
Q3 		$914K Buy
63,816
+41,302
+183% +$475K ﹤0.01% 1090
2025
Q2 		$174K Buy
+22,514
New +$164K ﹤0.01% 1576

Other funds holding ATRA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mackenzie Financial's ATRA Position: Q2 2026 in Review

Mackenzie Financial reduced its Atara Biotherapeutics (ATRA) stake by 26% in Q2 2026, selling an estimated $641K and leaving 233,249 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Mackenzie Financial first reported a position in ATRA in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold ATRA as of Q2 2026.

  • Mackenzie Financial held 233,249 shares of Atara Biotherapeutics worth $2.68M as of Q2 2026.
  • Mackenzie Financial sold 80,371 Atara Biotherapeutics shares in Q2 2026, an estimated $641K.
  • Atara Biotherapeutics made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #985 holding.
  • Mackenzie Financial first reported a position in Atara Biotherapeutics in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2026.

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