Mackenzie Financial
NOA

Mackenzie Financial’s North American Construction NOA Stock Holding History

Mackenzie Financial’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Buy
28,375
+2,223
+9% +$31.4K ﹤0.01% 1305
2026
Q1 		$353K Buy
26,152
+316
+1% +$4.82K ﹤0.01% 1276
2025
Q4 		$368K Buy
25,836
+9,981
+63% +$142K ﹤0.01% 1312
2025
Q3 		$225K Sell
15,855
-785,855
-98% -$11.4M ﹤0.01% 1515
2025
Q2 		$12.8M Sell
801,710
-97,899
-11% -$1.59M 0.02% 444
2025
Q1 		$14.2M Buy
899,609
+34,086
+4% +$631K 0.02% 400
2024
Q4 		$18.6M Sell
865,523
-34,891
-4% -$684K 0.03% 361
2024
Q3 		$16.8M Sell
900,414
-331,731
-27% -$6.27M 0.02% 371
2024
Q2 		$23.8M Buy
1,232,145
+39,480
+3% +$822K 0.04% 303
2024
Q1 		$26.5M Sell
1,192,665
-203,254
-15% -$4.73M 0.04% 297
2023
Q4 		$29.1M Buy
1,395,919
+14,109
+1% +$291K 0.04% 278
2023
Q3 		$29.1M Buy
1,381,810
+164,823
+14% +$3.72M 0.05% 263
2023
Q2 		$23.3M Buy
1,216,987
+167,821
+16% +$3.15M 0.04% 303
2023
Q1 		$17.5M Sell
1,049,166
-8,697
-0.8% -$135K 0.03% 355
2022
Q4 		$14.1M Buy
1,057,863
+19,862
+2% +$245K 0.02% 353
2022
Q3 		$9.9M Sell
1,038,001
-5,277
-0.5% -$59K 0.02% 414
2022
Q2 		$11.5M Buy
1,043,278
+23,534
+2% +$304K 0.02% 413
2022
Q1 		$14.8M Buy
1,019,744
+79,671
+8% +$1.19M 0.02% 411
2021
Q4 		$14.3M Buy
940,073
+104,700
+13% +$1.6M 0.02% 420
2021
Q3 		$12.1M Buy
835,373
+330,417
+65% +$4.74M 0.02% 426
2021
Q2 		$7.68M Buy
504,956
+115,695
+30% +$1.54M 0.01% 493
2021
Q1 		$4.19M Buy
389,261
+357,505
+1,126% +$3.84M 0.01% 566
2020
Q4 		$309K Buy
+31,756
New +$278K ﹤0.01% 940

Other funds holding NOA

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Mackenzie Financial's NOA Position: Q2 2026 in Review

Mackenzie Financial increased its North American Construction (NOA) stake by 8.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 28,375 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Mackenzie Financial first reported a position in NOA in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.1M in Q4 2023. 70 funds tracked by Wall St. Rank hold NOA as of Q2 2026.

  • Mackenzie Financial held 28,375 shares of North American Construction worth $535K as of Q2 2026.
  • Mackenzie Financial bought 2,223 North American Construction shares in Q2 2026, an estimated $31.4K.
  • North American Construction made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1305 holding.
  • Mackenzie Financial first reported a position in North American Construction in Q4 2020 and has held it in 23 quarters since.
  • Mackenzie Financial's North American Construction position peaked at $29.1M in Q4 2023.
  • 70 funds tracked by Wall St. Rank held North American Construction as of Q2 2026.

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