Mackenzie Financial
WK icon

Mackenzie Financial’s Workiva WK Stock Holding History

Mackenzie Financial’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,151
Closed -$271K – 1769
2025
Q4 		$271K Sell
3,151
-131
-4% -$11.6K ﹤0.01% 1418
2025
Q3 		$283K Hold
3,282
– – ﹤0.01% 1444
2025
Q2 		$225K Buy
3,282
+17
+0.5% +$1.17K ﹤0.01% 1512
2025
Q1 		$248K Sell
3,265
-17
-0.5% -$1.61K ﹤0.01% 1448
2024
Q4 		$359K Hold
3,282
– – ﹤0.01% 1308
2024
Q3 		$260K Buy
3,282
+312
+11% +$23.4K ﹤0.01% 1256
2024
Q2 		$217K Hold
2,970
– – ﹤0.01% 1315
2024
Q1 		$252K Hold
2,970
– – ﹤0.01% 1256
2023
Q4 		$302K Buy
2,970
+108
+4% +$10.4K ﹤0.01% 1149
2023
Q3 		$279K Buy
+2,862
New +$297K ﹤0.01% 1163
2023
Q2 		– Sell
-14,183
Closed -$1.45M – 1652
2023
Q1 		$1.45M Buy
14,183
+10,010
+240% +$907K ﹤0.01% 788
2022
Q4 		$350K Sell
4,173
-157
-4% -$12.2K ﹤0.01% 1042
2022
Q3 		$337K Buy
4,330
+47
+1% +$3.21K ﹤0.01% 1049
2022
Q2 		$283K Buy
4,283
+974
+29% +$81.1K ﹤0.01% 1119
2022
Q1 		$390K Sell
3,309
-39
-1% -$4.31K ﹤0.01% 1042
2021
Q4 		$437K Buy
3,348
+891
+36% +$126K ﹤0.01% 1022
2021
Q3 		$346K Buy
+2,457
New +$333K ﹤0.01% 1085
2019
Q3 		– Sell
-3,750
Closed -$218K – 1108
2019
Q2 		$218K Buy
+3,750
New +$201K ﹤0.01% 1023

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return