Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,773,024
+$23,323,527 QoQ
Shares Held
355,067
+1710.7% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#66
of 592 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $654,024,520 across 22 Capital Markets names. SF ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
813,651 | $170,085,605 | |
| 2 | GS |
Goldman Sachs Group Inc
|
167,648 | $169,554,157 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,150,522 | $106,158,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
829,288 | $72,181,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450,294 | $45,155,482 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
469,011 | $27,938,985 | |
| 7 | SF |
Stifel Financial Corp
This page
|
355,067 | $24,773,024 | |
| 8 | PIPR |
Piper Sandler Companies
|
204,362 | $14,783,547 |
All Filings in SF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,773,024 | 355,067 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,449,497 | 19,609 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,572,637 | 12,559 | Shares | Sole | 2026-02-18 | |
| 2025-03-31 | $1,067,588 | 11,326 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,345,836 | 12,687 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $1,950,260 | 23,176 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $546,936 | 9,256 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||