Mackenzie Financial
PIPR icon

Mackenzie Financial’s Piper Sandler PIPR Stock Holding History

Mackenzie Financial’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
204,362
+149,282
+271% +$12.1M 0.01% 509
2026
Q1 		$4.22M Buy
55,080
+50,696
+1,156% +$4.16M 0.01% 714
2025
Q4 		$375K Buy
4,384
+36
+0.8% +$3.04K ﹤0.01% 1305
2025
Q3 		$377K Hold
4,348
– – ﹤0.01% 1331
2025
Q2 		$302K Hold
4,348
– – ﹤0.01% 1396
2025
Q1 		$269K Hold
4,348
– – ﹤0.01% 1417
2024
Q4 		$326K Hold
4,348
– – ﹤0.01% 1346
2024
Q3 		$309K Hold
4,348
– – ﹤0.01% 1171
2024
Q2 		$250K Sell
4,348
-6,280
-59% -$322K ﹤0.01% 1255
2024
Q1 		$527K Buy
+10,628
New +$486K ﹤0.01% 1012
2023
Q3 		– Sell
-12,028
Closed -$395K – 1560
2023
Q2 		$395K Buy
+12,028
New +$397K ﹤0.01% 1091
2023
Q1 		– Sell
-6,988
Closed -$227K – 1592
2022
Q4 		$227K Sell
6,988
-1,424
-17% -$46.5K ﹤0.01% 1194
2022
Q3 		$220K Sell
8,412
-756
-8% -$22K ﹤0.01% 1211
2022
Q2 		$260K Buy
9,168
+1,480
+19% +$44.7K ﹤0.01% 1157
2022
Q1 		$252K Buy
7,688
+1,860
+32% +$68.5K ﹤0.01% 1201
2021
Q4 		$260K Sell
5,828
-1,300
-18% -$55.2K ﹤0.01% 1214
2021
Q3 		$247K Buy
+7,128
New +$239K ﹤0.01% 1222
2018
Q3 		– Sell
-222,608
Closed -$4.28M – 1138
2018
Q2 		$4.28M Sell
222,608
-1,200
-0.5% -$23.5K 0.01% 484
2018
Q1 		$4.65M Sell
223,808
-400
-0.2% -$8.85K 0.01% 449
2017
Q4 		$4.83M Buy
+224,208
New +$4.04M 0.01% 436
2017
Q1 		– Sell
-253,292
Closed -$4.59M – 692
2016
Q4 		$4.59M Sell
253,292
-60,528
-19% -$955K 0.03% 290
2016
Q3 		$3.79M Buy
+313,820
New +$3.42M 0.02% 276

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Mackenzie Financial's PIPR Position: Q2 2026 in Review

Mackenzie Financial increased its Piper Sandler (PIPR) stake by 271% in Q2 2026, buying an estimated $12.1M and bringing the position to 204,362 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #509.

Mackenzie Financial first reported a position in PIPR in Q3 2016 and has held it in 22 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Mackenzie Financial held 204,362 shares of Piper Sandler worth $14.8M as of Q2 2026.
  • Mackenzie Financial bought 149,282 Piper Sandler shares in Q2 2026, an estimated $12.1M.
  • Piper Sandler made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #509 holding.
  • Mackenzie Financial first reported a position in Piper Sandler in Q3 2016 and has held it in 22 quarters since.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

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