Mackenzie Financial
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Mackenzie Financial’s Information Services Group III Stock Holding History

Mackenzie Financial’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.3K Sell
16,623
-6,400
-28% -$26.8K ﹤0.01% 1530
2026
Q1 		$88.4K Sell
23,023
-2,421
-10% -$11.9K ﹤0.01% 1394
2025
Q4 		$146K Sell
25,444
-5,436
-18% -$30.5K ﹤0.01% 1570
2025
Q3 		$178K Sell
30,880
-13,383
-30% -$66.5K ﹤0.01% 1578
2025
Q2 		$212K Sell
44,263
-53,861
-55% -$232K ﹤0.01% 1531
2025
Q1 		$384K Buy
98,124
+78,364
+397% +$257K ﹤0.01% 1291
2024
Q4 		$66K Hold
19,760
– – ﹤0.01% 1653
2024
Q3 		$65.2K Hold
19,760
– – ﹤0.01% 1520
2024
Q2 		$58.1K Hold
19,760
– – ﹤0.01% 1482
2024
Q1 		$79.8K Sell
19,760
-7,409
-27% -$32.1K ﹤0.01% 1445
2023
Q4 		$128K Buy
27,169
+731
+3% +$3.2K ﹤0.01% 1382
2023
Q3 		$114K Buy
26,438
+12,761
+93% +$63.8K ﹤0.01% 1339
2023
Q2 		$72.9K Buy
13,677
+3,568
+35% +$18.5K ﹤0.01% 1429
2023
Q1 		$51.5K Hold
10,109
– – ﹤0.01% 1442
2022
Q4 		$46.5K Buy
+10,109
New +$51.1K ﹤0.01% 1356
2021
Q3 		– Sell
-10,647
Closed -$62K – 1459
2021
Q2 		$62K Hold
10,647
– – ﹤0.01% 1213
2021
Q1 		$47K Sell
10,647
-10,600
-50% -$40.7K ﹤0.01% 1112
2020
Q4 		$70K Sell
21,247
-2,163
-9% -$5.65K ﹤0.01% 1015
2020
Q3 		$49K Buy
+23,410
New +$49.6K ﹤0.01% 967
2020
Q2 		– Sell
-10,500
Closed -$27K – 1069
2020
Q1 		$27K Buy
+10,500
New +$29.3K ﹤0.01% 1054

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Mackenzie Financial's III Position: Q2 2026 in Review

Mackenzie Financial reduced its Information Services Group (III) stake by 28% in Q2 2026, selling an estimated $26.8K and leaving 16,623 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Mackenzie Financial first reported a position in III in Q1 2020 and has held it in 20 quarters since. The position peaked at $384K in Q1 2025. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Mackenzie Financial held 16,623 shares of Information Services Group worth $68.3K as of Q2 2026.
  • Mackenzie Financial sold 6,400 Information Services Group shares in Q2 2026, an estimated $26.8K.
  • Information Services Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1530 holding.
  • Mackenzie Financial first reported a position in Information Services Group in Q1 2020 and has held it in 20 quarters since.
  • Mackenzie Financial's Information Services Group position peaked at $384K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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