Mackenzie Financial
OPFI icon

Mackenzie Financial’s OppFi OPFI Stock Holding History

Mackenzie Financial’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Buy
185,177
+103,138
+126% +$944K ﹤0.01% 1012
2025
Q4 		$887K Buy
82,039
+12,966
+19% +$132K ﹤0.01% 1087
2025
Q3 		$783K Buy
+69,073
New +$776K ﹤0.01% 1135
2025
Q1 		– Sell
-17,149
Closed -$131K – 1763
2024
Q4 		$131K Buy
+17,149
New +$108K ﹤0.01% 1612

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's OPFI Position: Q1 2026 in Review

Mackenzie Financial increased its OppFi (OPFI) stake by 126% in Q1 2026, buying an estimated $944K and bringing the position to 185,177 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Mackenzie Financial first reported a position in OPFI in Q4 2024 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Mackenzie Financial held 185,177 shares of OppFi worth $1.43M as of Q1 2026.
  • Mackenzie Financial bought 103,138 OppFi shares in Q1 2026, an estimated $944K.
  • OppFi made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1012 holding.
  • Mackenzie Financial first reported a position in OppFi in Q4 2024 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.