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
Q2 		$1.28M Sell
129,032
-56,145
-30% -$486K ﹤0.01% 1144
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 $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mackenzie Financial's OPFI Position: Q2 2026 in Review

Mackenzie Financial reduced its OppFi (OPFI) stake by 30% in Q2 2026, selling an estimated $486K and leaving 129,032 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Mackenzie Financial first reported a position in OPFI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Mackenzie Financial held 129,032 shares of OppFi worth $1.28M as of Q2 2026.
  • Mackenzie Financial sold 56,145 OppFi shares in Q2 2026, an estimated $486K.
  • OppFi made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1144 holding.
  • Mackenzie Financial first reported a position in OppFi in Q4 2024 and has held it in 5 quarters since.
  • Mackenzie Financial's OppFi position peaked at $1.43M in Q1 2026.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

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