Mackenzie Financial’s Stifel SF Stock Holding History

Mackenzie Financial’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.8M	Buy	355,067 +335,458	+1,711%	+$25M	0.02%	397
2026 Q1	$1.45M	Buy	19,609 +770	+4%	+$61.1K	﹤0.01%	1009
2025 Q4	$1.59M	Buy	+18,839	New	+$1.51M	﹤0.01%	936
2025 Q2	–	Sell	-16,989	Closed	-$1.07M	–	1788
2025 Q1	$1.07M	Sell	16,989 -2,042	-11%	-$144K	﹤0.01%	958
2024 Q4	$1.35M	Buy	+19,031	New	+$1.36M	﹤0.01%	872
2024 Q3	–	Sell	-34,764	Closed	-$1.95M	–	1665
2024 Q2	$1.95M	Buy	+34,764	New	+$1.84M	﹤0.01%	734
2023 Q2	–	Sell	-13,884	Closed	-$547K	–	1629
2023 Q1	$547K	Buy	+13,884	New	+$584K	﹤0.01%	1000

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mackenzie Financial's SF Position: Q2 2026 in Review

Mackenzie Financial increased its Stifel (SF) stake by 1,711% in Q2 2026, buying an estimated $25M and bringing the position to 355,067 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #397.

Mackenzie Financial first reported a position in SF in Q1 2023 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Mackenzie Financial held 355,067 shares of Stifel worth $24.8M as of Q2 2026.
Mackenzie Financial bought 335,458 Stifel shares in Q2 2026, an estimated $25M.
Stifel made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #397 holding.
Mackenzie Financial first reported a position in Stifel in Q1 2023 and has held it in 7 quarters since.
592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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