Mackenzie Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Sell |
108,815
-816,343
| -88% | -$106M | 0.02% | 487 |
|
|
2025
Q4 | $143M | Buy |
925,158
+20,921
| +2% | +$3.18M | 0.17% | 114 |
|
|
2025
Q3 | $154M | Buy |
904,237
+18,339
| +2% | +$3.14M | 0.19% | 114 |
|
|
2025
Q2 | $133M | Sell |
885,898
-154,892
| -15% | -$21.3M | 0.17% | 128 |
|
|
2025
Q1 | $145M | Sell |
1,040,790
-214,502
| -17% | -$34.8M | 0.21% | 118 |
|
|
2024
Q4 | $216M | Buy |
1,255,292
+71,426
| +6% | +$12.4M | 0.29% | 83 |
|
|
2024
Q3 | $181M | Buy |
1,183,866
+76,319
| +7% | +$10.6M | 0.25% | 101 |
|
|
2024
Q2 | $137M | Buy |
1,107,547
+912,685
| +468% | +$112M | 0.2% | 115 |
|
|
2024
Q1 | $25.6M | Buy |
194,862
+12,590
| +7% | +$1.57M | 0.04% | 301 |
|
|
2023
Q4 | $23.9M | Sell |
182,272
-273
| -0.1% | -$29.5K | 0.04% | 311 |
|
|
2023
Q3 | $18.8M | Buy |
182,545
+47,097
| +35% | +$4.9M | 0.03% | 329 |
|
|
2023
Q2 | $12.8M | Buy |
135,448
+76,773
| +131% | +$6.63M | 0.02% | 408 |
|
|
2023
Q1 | $5.15M | Sell |
58,675
-406,072
| -87% | -$35.9M | 0.01% | 544 |
|
|
2022
Q4 | $34.5M | Sell |
464,747
-432,039
| -48% | -$37.3M | 0.06% | 251 |
|
|
2022
Q3 | $75.1M | Sell |
896,786
-296,129
| -25% | -$28.7M | 0.13% | 165 |
|
|
2022
Q2 | $109M | Sell |
1,192,915
-26,308
| -2% | -$2.84M | 0.17% | 135 |
|
|
2022
Q1 | $155M | Sell |
1,219,223
-198,494
| -14% | -$24.2M | 0.21% | 119 |
|
|
2021
Q4 | $183M | Sell |
1,417,717
-258,024
| -15% | -$34.4M | 0.25% | 99 |
|
|
2021
Q3 | $195M | Sell |
1,675,741
-708,963
| -30% | -$82.3M | 0.28% | 95 |
|
|
2021
Q2 | $232M | Sell |
2,384,704
-345,831
| -13% | -$30.7M | 0.32% | 79 |
|
|
2021
Q1 | $204M | Buy |
2,730,535
+97,134
| +4% | +$6.71M | 0.31% | 84 |
|
|
2020
Q4 | $171M | Buy |
2,633,401
+155,979
| +6% | +$9.08M | 0.37% | 84 |
|
|
2020
Q3 | $129M | Buy |
2,477,422
+129,113
| +5% | +$6.91M | 0.32% | 97 |
|
|
2020
Q2 | $133M | Buy |
2,348,309
+299,707
| +15% | +$15.8M | 0.36% | 85 |
|
|
2020
Q1 | $93.4M | Buy |
2,048,602
+184,391
| +10% | +$10.2M | 0.3% | 92 |
|
|
2019
Q4 | $104M | Buy |
1,864,211
+257,086
| +16% | +$13.3M | 0.26% | 105 |
|
|
2019
Q3 | $78.5M | Buy |
+1,607,125
| New | +$78.4M | 0.21% | 123 |
|
|
2016
Q3 | – | Sell |
-121,237
| Closed | -$2.98M | – | 681 |
|
|
2016
Q2 | $2.98M | Hold |
121,237
| – | – | 0.02% | 375 |
|
|
2016
Q1 | $3.4M | Hold |
121,237
| – | – | 0.03% | 290 |
|
|
2015
Q4 | $3.54M | Sell |
121,237
-4,036
| -3% | -$129K | 0.02% | 335 |
|
|
2015
Q3 | $3.82M | Hold |
125,273
| – | – | 0.02% | 312 |
|
|
2015
Q2 | $5.02M | Hold |
125,273
| – | – | 0.03% | 308 |
|
|
2015
Q1 | $4.78M | Sell |
125,273
-40,760
| -25% | -$1.47M | 0.03% | 327 |
|
|
2014
Q4 | $5.51M | Buy |
166,033
+16,648
| +11% | +$521K | 0.03% | 313 |
|
|
2014
Q3 | $4.62M | Buy |
149,385
+2,078
| +1% | +$67.6K | 0.02% | 318 |
|
|
2014
Q2 | $4.83M | Buy |
147,307
+104,855
| +247% | +$3.23M | 0.02% | 329 |
|
|
2014
Q1 | $1.39M | Sell |
42,452
-53
| -0.1% | -$1.69K | 0.01% | 442 |
|
|
2013
Q4 | $1.31M | Buy |
42,505
+31,092
| +272% | +$848K | 0.01% | 444 |
|
|
2013
Q3 | $279K | Sell |
11,413
-3,719
| -25% | -$82.8K | ﹤0.01% | 598 |
|
|
2013
Q2 | $313K | Buy |
+15,132
| New | +$315K | ﹤0.01% | 613 |
|
Other funds holding BX
VCM
VPM
Mackenzie Financial's BX Position: Q1 2026 in Review
Mackenzie Financial reduced its Blackstone (BX) stake by 88% in Q1 2026, selling an estimated $106M and leaving 108,815 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #487.
Mackenzie Financial first reported a position in BX in Q2 2013 and has held it in 40 quarters since. The position peaked at $232M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Mackenzie Financial held 108,815 shares of Blackstone worth $12.5M as of Q1 2026.
- Mackenzie Financial sold 816,343 Blackstone shares in Q1 2026, an estimated $106M.
- Blackstone made up 0.02% of Mackenzie Financial's portfolio in Q1 2026, its #487 holding.
- Mackenzie Financial first reported a position in Blackstone in Q2 2013 and has held it in 40 quarters since.
- Mackenzie Financial's Blackstone position peaked at $232M in Q2 2021.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.