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 Q3	$1.5M	Sell	176,758 -56,491	-24%	-$511K	﹤0.01%	1114
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial's ATRA Position: Q3 2026 in Review

Mackenzie Financial reduced its Atara Biotherapeutics (ATRA) stake by 24% in Q3 2026, selling an estimated $511K and leaving 176,758 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Mackenzie Financial first reported a position in ATRA in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2026. 15 funds tracked by Wall St. Rank hold ATRA as of Q3 2026.

Mackenzie Financial held 176,758 shares of Atara Biotherapeutics worth $1.5M as of Q3 2026.
Mackenzie Financial sold 56,491 Atara Biotherapeutics shares in Q3 2026, an estimated $511K.
Atara Biotherapeutics made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1114 holding.
Mackenzie Financial first reported a position in Atara Biotherapeutics in Q2 2025 and has held it in 6 quarters since.
Mackenzie Financial's Atara Biotherapeutics position peaked at $2.68M in Q2 2026.
15 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.