AWM
MFC icon

Aprio Wealth Management’s Manulife Financial MFC Stock Holding History

Aprio Wealth Management’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
Q2 		$861K Sell
21,260
-633
-3% -$24.5K 0.04% 262
2026
Q1 		$754K Sell
21,893
-386
-2% -$13.9K 0.04% 252
2025
Q4 		$808K Buy
22,279
+9,093
+69% +$309K 0.05% 232
2025
Q3 		$411K Sell
13,186
-305
-2% -$9.4K 0.04% 261
2025
Q2 		$431K Buy
13,491
+97
+0.7% +$2.99K 0.05% 217
2025
Q1 		$417K Buy
13,394
+926
+7% +$28K 0.05% 200
2024
Q4 		$383K Buy
12,468
+873
+8% +$27K 0.06% 169
2024
Q3 		$343K Buy
11,595
+125
+1% +$3.36K 0.05% 172
2024
Q2 		$305K Buy
11,470
+635
+6% +$15.9K 0.06% 162
2024
Q1 		$271K Buy
10,835
+1,543
+17% +$35.5K 0.05% 174
2023
Q4 		$205K Buy
+9,292
New +$178K 0.05% 184

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Aprio Wealth Management's MFC Position: Q2 2026 in Review

Aprio Wealth Management reduced its Manulife Financial (MFC) stake by 2.9% in Q2 2026, selling an estimated $24.5K and leaving 21,260 shares worth $861K. The position accounts for 0.04% of the portfolio, ranked #262.

Aprio Wealth Management first reported a position in MFC in Q4 2023 and has held it in 11 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Aprio Wealth Management held 21,260 shares of Manulife Financial worth $861K as of Q2 2026.
  • Aprio Wealth Management sold 633 Manulife Financial shares in Q2 2026, an estimated $24.5K.
  • Manulife Financial made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Aprio Wealth Management first reported a position in Manulife Financial in Q4 2023 and has held it in 11 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.