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Apella Capital’s Manulife Financial MFC Stock Holding History

Apella Capital’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$630K Buy
15,127
+4,134
+38% +$179K 0.01% 466
2026
Q2 		$455K Buy
10,993
+3,943
+56% +$153K 0.01% 487
2026
Q1 		$274K Buy
+7,050
New +$254K ﹤0.01% 580

Other funds holding MFC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Apella Capital's MFC Position: Q3 2026 in Review

Apella Capital increased its Manulife Financial (MFC) stake by 38% in Q3 2026, buying an estimated $179K and bringing the position to 15,127 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #466.

Apella Capital first reported a position in MFC in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

  • Apella Capital held 15,127 shares of Manulife Financial worth $630K as of Q3 2026.
  • Apella Capital bought 4,134 Manulife Financial shares in Q3 2026, an estimated $179K.
  • Manulife Financial made up 0.01% of Apella Capital's portfolio in Q3 2026, its #466 holding.
  • Apella Capital first reported a position in Manulife Financial in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.