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B. Riley Wealth Advisors’s Manulife Financial MFC Stock Holding History

B. Riley Wealth Advisors’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 		$205K Buy
+5,046
New +$195K 0.01% 764
2026
Q1 		– Sell
-7,093
Closed -$257K – 1037
2025
Q4 		$257K Buy
7,093
+1
+0% +$34 0.01% 762
2025
Q3 		$221K Buy
7,092
+1
+0% +$31 0.01% 857
2025
Q2 		$227K Buy
+7,091
New +$218K 0.01% 833
2024
Q4 		$404K Buy
13,168
+830
+7% +$25.7K 0.01% 764
2024
Q3 		$365K Sell
12,338
-575
-4% -$15.4K 0.01% 867
2024
Q2 		$344K Buy
12,913
+2,213
+21% +$55.3K 0.01% 958
2024
Q1 		$196K Sell
10,700
-1,855
-15% -$42.6K 0.01% 1282
2023
Q4 		$277K Buy
12,555
+1,855
+17% +$35.6K 0.01% 1095
2023
Q3 		$196K Sell
10,700
-1,844
-15% -$34.9K 0.01% 1282
2023
Q2 		$237K Sell
12,544
-705
-5% -$13.5K 0.01% 1258
2023
Q1 		$243K Buy
13,249
+1,461
+12% +$27.8K 0.01% 1189
2022
Q4 		$210K Buy
+11,788
New +$201K 0.01% 1231
2018
Q3 		– Sell
-10,033
Closed -$181K – 737
2018
Q2 		$181K Sell
10,033
-109
-1% -$2.05K 0.02% 618
2018
Q1 		$189K Sell
10,142
-9,574
-49% -$192K 0.03% 597
2017
Q4 		$411K Sell
19,716
-2,449
-11% -$50.9K 0.06% 361
2017
Q3 		$451K Sell
22,165
-3,691
-14% -$73.4K 0.07% 281
2017
Q2 		$485K Sell
25,856
-1,998
-7% -$35.2K 0.09% 257
2017
Q1 		$495K Sell
27,854
-8,832
-24% -$163K 0.1% 236
2016
Q4 		$654K Buy
36,686
+310
+0.9% +$5.05K 0.13% 189
2016
Q3 		$269K Buy
+36,376
New +$495K 0.05% 439
2015
Q1 		– Sell
-3,384
Closed -$65 – 1398
2014
Q4 		$65 Buy
+3,384
New +$64K ﹤0.01% 1960
2014
Q3 		– Sell
-4,137
Closed -$82.2K – 1378
2014
Q2 		$82.2K Buy
4,137
+275
+7% +$5.2K 0.02% 805
2014
Q1 		$75K Buy
+3,862
New +$73.9K 0.02% 676

Other funds holding MFC

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 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
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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

B. Riley Wealth Advisors's MFC Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Manulife Financial (MFC) in Q2 2026: 5,046 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in MFC as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in MFC in Q1 2014 and has held it in 24 quarters since. The position peaked at $654K in Q4 2016. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • B. Riley Wealth Advisors held 5,046 shares of Manulife Financial worth $205K as of Q2 2026.
  • Manulife Financial was a new B. Riley Wealth Advisors position in Q2 2026.
  • Manulife Financial made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #764 holding.
  • B. Riley Wealth Advisors first reported a position in Manulife Financial in Q1 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's Manulife Financial position peaked at $654K in Q4 2016.
  • 112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.