Mackenzie Financial’s Interactive Brokers IBKR Stock Holding History

Mackenzie Financial’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.2M	Buy	829,288 +779,596	+1,569%	+$64.9M	0.07%	210
2026 Q1	$3.33M	Buy	49,692 +4,103	+9%	+$293K	﹤0.01%	806
2025 Q4	$2.96M	Buy	45,589 +3,117	+7%	+$209K	﹤0.01%	756
2025 Q3	$2.92M	Sell	42,472 -2,023	-5%	-$127K	﹤0.01%	739
2025 Q2	$2.47M	Buy	44,495 +26,075	+142%	+$1.24M	﹤0.01%	745
2025 Q1	$763K	Sell	18,420 -1,372	-7%	-$68K	﹤0.01%	1056
2024 Q4	$874K	Buy	+19,792	New	+$833K	﹤0.01%	974
2021 Q2	–	Sell	-95,712	Closed	-$1.75M	–	1262
2021 Q1	$1.75M	Buy	+95,712	New	+$1.72M	﹤0.01%	709
2020 Q1	–	Sell	-296,060	Closed	-$3.45M	–	1118
2019 Q4	$3.45M	Sell	296,060 -16,604	-5%	-$195K	0.01%	520
2019 Q3	$4.2M	Buy	+312,664	New	+$3.89M	0.01%	487
2017 Q1	–	Sell	-305,516	Closed	-$2.79M	–	667
2016 Q4	$2.79M	Buy	305,516 +9,216	+3%	+$83.9K	0.02%	342
2016 Q3	$2.61M	Hold	296,300	–	–	0.02%	312
2016 Q2	$2.62M	Buy	+296,300	New	+$2.83M	0.01%	396

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial's IBKR Position: Q2 2026 in Review

Mackenzie Financial increased its Interactive Brokers (IBKR) stake by 1,569% in Q2 2026, buying an estimated $64.9M and bringing the position to 829,288 shares worth $72.2M. The position accounts for 0.07% of the portfolio, ranked #210.

Mackenzie Financial first reported a position in IBKR in Q2 2016 and has held it in 13 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Mackenzie Financial held 829,288 shares of Interactive Brokers worth $72.2M as of Q2 2026.
Mackenzie Financial bought 779,596 Interactive Brokers shares in Q2 2026, an estimated $64.9M.
Interactive Brokers made up 0.07% of Mackenzie Financial's portfolio in Q2 2026, its #210 holding.
Mackenzie Financial first reported a position in Interactive Brokers in Q2 2016 and has held it in 13 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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