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MACKENZIE FINANCIAL CORP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MACKENZIE FINANCIAL CORP on SOFI, newest first. How the timeline and the estimate are built.

MACKENZIE FINANCIAL CORP held 102,008 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,008 shares
    Change vs previous 13F +2,146 shares

    <0.01% of the 13F portfolio, value $1,829,003.

    13F-HR 0001062993-26-004254 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,862 shares
    Change vs previous 13F +42,789 shares

    <0.01% of the 13F portfolio, value $1,585,809.

    13F-HR 0001062993-26-002560 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,073 shares
    Change vs previous 13F +1,602 shares

    <0.01% of the 13F portfolio, value $1,512,877.

    13F-HR 0001062993-26-001020 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,465,544.

    13F-HR 0001062993-25-016707 filed by MACKENZIE FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).