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Baron Wealth Management’s Manulife Financial MFC Stock Holding History

Baron 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 		$504K Buy
12,432
+291
+2% +$11.3K 0.13% 111
2026
Q1 		$418K Hold
12,141
– – 0.13% 133
2025
Q4 		$440K Hold
12,141
– – 0.14% 115
2025
Q3 		$378K Sell
12,141
-471
-4% -$14.5K 0.13% 118
2025
Q2 		$403K Hold
12,612
– – 0.14% 105
2025
Q1 		$393K Sell
12,612
-97
-0.8% -$2.93K 0.17% 93
2024
Q4 		$390K Sell
12,709
-1,691
-12% -$52.4K 0.18% 91
2024
Q3 		$426K Buy
14,400
+330
+2% +$8.87K 0.2% 76
2024
Q2 		$375K Buy
14,070
+1,744
+14% +$43.6K 0.19% 81
2024
Q1 		$308K Buy
12,326
+1
+0% +$23 0.16% 115
2023
Q4 		$272K Buy
12,325
+1,370
+13% +$26.3K 0.15% 126
2023
Q3 		$200K Buy
10,955
+717
+7% +$13.6K 0.13% 133
2023
Q2 		$194K Buy
+10,238
New +$195K 0.12% 139

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

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

Baron Wealth Management increased its Manulife Financial (MFC) stake by 2.4% in Q2 2026, buying an estimated $11.3K and bringing the position to 12,432 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #111.

Baron Wealth Management first reported a position in MFC in Q2 2023 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Baron Wealth Management held 12,432 shares of Manulife Financial worth $504K as of Q2 2026.
  • Baron Wealth Management bought 291 Manulife Financial shares in Q2 2026, an estimated $11.3K.
  • Manulife Financial made up 0.13% of Baron Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Baron Wealth Management first reported a position in Manulife Financial in Q2 2023 and has held it in 13 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.