Mackenzie Financial’s Worthington Steel WS Stock Holding History

Mackenzie Financial’s Portfolio WS Stock Details WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-39,366	Closed	-$1.2M	–	1830
2025 Q3	$1.2M	Buy	+39,366	New	+$1.26M	﹤0.01%	1022

Other funds holding WS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial's WS Position: Q4 2025 in Review

Mackenzie Financial sold out of Worthington Steel (WS) in Q4 2025, closing a stake of 39,366 shares — an estimated $1.2M sold.

Mackenzie Financial first reported a position in WS in Q3 2025 and held it in 1 quarter. The position peaked at $1.2M in Q3 2025. 241 funds tracked by Wall St. Rank hold WS as of Q4 2025.

Mackenzie Financial reported no remaining Worthington Steel position as of Q4 2025 after selling out during the quarter.
Mackenzie Financial sold 39,366 Worthington Steel shares in Q4 2025, an estimated $1.2M.
Mackenzie Financial first reported a position in Worthington Steel in Q3 2025 and held it in 1 quarter.
Mackenzie Financial's Worthington Steel position peaked at $1.2M in Q3 2025.
241 funds tracked by Wall St. Rank held Worthington Steel as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.