Mackenzie Financial
STR

Mackenzie Financial’s Sitio Royalties STR Stock Holding History

Mackenzie Financial’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-228,513
Closed -$4.2M – 1837
2025
Q2 		$4.2M Sell
228,513
-12,700
-5% -$228K 0.01% 641
2025
Q1 		$4.79M Sell
241,213
-18,005
-7% -$364K 0.01% 591
2024
Q4 		$4.97M Sell
259,218
-37,880
-13% -$846K 0.01% 573
2024
Q3 		$6.19M Buy
297,098
+95,468
+47% +$2.16M 0.01% 515
2024
Q2 		$4.76M Buy
201,630
+14,600
+8% +$343K 0.01% 562
2024
Q1 		$4.62M Buy
187,030
+67,400
+56% +$1.52M 0.01% 569
2023
Q4 		$2.81M Buy
119,630
+91,400
+324% +$2.12M ﹤0.01% 666
2023
Q3 		$659K Buy
+28,230
New +$727K ﹤0.01% 938
2023
Q1 		– Sell
-165,270
Closed -$4.77M – 1609
2022
Q4 		$4.77M Sell
165,270
-133,500
-45% -$3.87M 0.01% 526
2022
Q3 		$6.61M Buy
298,770
+96,981
+48% +$2.51M 0.01% 476
2022
Q2 		$4.68M Buy
201,789
+161,240
+398% +$4.47M 0.01% 546
2022
Q1 		$1.09M Buy
+40,549
New +$914K ﹤0.01% 881

Other funds holding STR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mackenzie Financial's STR Position: Q3 2025 in Review

Mackenzie Financial sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 228,513 shares — an estimated $4.2M sold.

Mackenzie Financial first reported a position in STR in Q1 2022 and held it in 12 quarters. The position peaked at $6.61M in Q3 2022. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Mackenzie Financial reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 228,513 Sitio Royalties shares in Q3 2025, an estimated $4.2M.
  • Mackenzie Financial first reported a position in Sitio Royalties in Q1 2022 and held it in 12 quarters.
  • Mackenzie Financial's Sitio Royalties position peaked at $6.61M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.