Mackenzie Financial
SF

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
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 – 1666
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return