Mackenzie Financial’s Smith & Wesson SWBI Stock Holding History

Mackenzie Financial’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.58M	Buy	325,753 +272,920	+517%	+$3.87M	0.01%	846
2026 Q2	$795K	Buy	+52,833	New	+$794K	﹤0.01%	1226
2021 Q4	–	Sell	-15,556	Closed	-$323K	–	1496
2021 Q3	$323K	Buy	15,556 +3,343	+27%	+$80.4K	﹤0.01%	1105
2021 Q2	$424K	Sell	12,213 -4,121	-25%	-$86.3K	﹤0.01%	1012
2021 Q1	$285K	Buy	16,334 +4,400	+37%	+$80K	﹤0.01%	1022
2020 Q4	$212K	Sell	11,934 -12,626	-51%	-$209K	﹤0.01%	991
2020 Q3	$381K	Buy	+24,560	New	+$434K	﹤0.01%	834
2019 Q3	–	Sell	-14,597	Closed	-$101K	–	1095
2019 Q2	$101K	Hold	14,597	–	–	﹤0.01%	1071
2019 Q1	$105K	Buy	+14,597	New	+$132K	﹤0.01%	1209
2017 Q2	–	Sell	-178,225	Closed	-$2.71M	–	667
2017 Q1	$2.71M	Buy	178,225 +22,013	+14%	+$336K	0.02%	370
2016 Q4	$2.53M	Sell	156,212 -911	-0.6%	-$16.8K	0.02%	354
2016 Q3	$3.21M	Buy	+157,123	New	+$3.44M	0.02%	292

Other funds holding SWBI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Mackenzie Financial's SWBI Position: Q3 2026 in Review

Mackenzie Financial increased its Smith & Wesson (SWBI) stake by 517% in Q3 2026, buying an estimated $3.87M and bringing the position to 325,753 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #846.

Mackenzie Financial first reported a position in SWBI in Q3 2016 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

Mackenzie Financial held 325,753 shares of Smith & Wesson worth $4.58M as of Q3 2026.
Mackenzie Financial bought 272,920 Smith & Wesson shares in Q3 2026, an estimated $3.87M.
Smith & Wesson made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #846 holding.
Mackenzie Financial first reported a position in Smith & Wesson in Q3 2016 and has held it in 12 quarters since.
52 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.