Mackenzie Financial
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Mackenzie Financial’s BrightSpring Health Services BTSG Stock Holding History

Mackenzie Financial’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Buy
+198,547
New +$11M 0.01% 529
2026
Q1 		– Sell
-6,712
Closed -$252K – 1777
2025
Q4 		$252K Buy
+6,712
New +$225K ﹤0.01% 1449

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's BTSG Position: Q2 2026 in Review

Mackenzie Financial opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 198,547 shares worth $13.8M. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in BTSG as recently as Q4 2025.

Mackenzie Financial first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Mackenzie Financial held 198,547 shares of BrightSpring Health Services worth $13.8M as of Q2 2026.
  • BrightSpring Health Services was a new Mackenzie Financial position in Q2 2026.
  • BrightSpring Health Services made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #529 holding.
  • Mackenzie Financial first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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