Mackenzie Financial’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,000
Closed -$990K 1120
2018
Q2
$990K Buy
+5,000
New +$999K ﹤0.01% 684

Other funds holding FDS

Mackenzie Financial's FDS Position: Q2 2026 in Review

Mackenzie Financial reduced its Factset (FDS) stake by 63% in Q2 2026, selling an estimated $481K and leaving 1,238 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Mackenzie Financial first reported a position in FDS in Q2 2013 and has held it in 41 quarters since. The position peaked at $18.1M in Q1 2016. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Mackenzie Financial held 1,238 shares of Factset worth $285K as of Q2 2026.
  • Mackenzie Financial sold 2,096 Factset shares in Q2 2026, an estimated $481K.
  • Factset made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1425 holding.
  • Mackenzie Financial first reported a position in Factset in Q2 2013 and has held it in 41 quarters since.
  • Mackenzie Financial's Factset position peaked at $18.1M in Q1 2016.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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