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Aventura Private Wealth’s Manulife Financial MFC Stock Holding History

Aventura Private Wealth’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 		$2.43K Hold
60
– – ﹤0.01% 799
2026
Q1 		$2.07K Hold
60
– – ﹤0.01% 745
2025
Q4 		$2.18K Hold
60
– – ﹤0.01% 677
2025
Q3 		$1.87K Hold
60
– – ﹤0.01% 683
2025
Q2 		$1.92K Hold
60
– – ﹤0.01% 632
2025
Q1 		$1.87K Hold
60
– – ﹤0.01% 611
2024
Q4 		$1.84K Buy
+60
New +$1.86K ﹤0.01% 589

Other funds holding MFC

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Aventura Private Wealth's MFC Position: Q2 2026 in Review

Aventura Private Wealth held its Manulife Financial (MFC) position steady in Q2 2026 at 60 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Aventura Private Wealth first reported a position in MFC in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Aventura Private Wealth held 60 shares of Manulife Financial worth $2.43K as of Q2 2026.
  • Aventura Private Wealth left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #799 holding.
  • Aventura Private Wealth first reported a position in Manulife Financial in Q4 2024 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.