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Beacon Pointe Advisors’s Manulife Financial MFC Stock Holding History

Beacon Pointe 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 		$759K Sell
18,739
-1,702
-8% -$65.9K ﹤0.01% 1156
2026
Q1 		$704K Buy
20,441
+12,179
+147% +$438K ﹤0.01% 1143
2025
Q4 		$300K Sell
8,262
-642
-7% -$21.8K ﹤0.01% 1261
2025
Q3 		$277K Buy
8,904
+906
+11% +$27.9K ﹤0.01% 1209
2025
Q2 		$256K Buy
7,998
+13
+0.2% +$401 ﹤0.01% 1104
2025
Q1 		$249K Buy
7,985
+950
+14% +$28.7K ﹤0.01% 1085
2024
Q4 		$216K Buy
+7,035
New +$218K ﹤0.01% 1123
2024
Q3 		– Sell
-7,857
Closed -$209K – 1276
2024
Q2 		$209K Sell
7,857
-1,214
-13% -$30.4K ﹤0.01% 1181
2024
Q1 		$227K Sell
9,071
-1,734
-16% -$39.8K ﹤0.01% 1217
2023
Q4 		$239K Buy
10,805
+193
+2% +$3.71K ﹤0.01% 1151
2023
Q3 		$194K Buy
+10,612
New +$201K ﹤0.01% 1241

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

Beacon Pointe Advisors's MFC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Manulife Financial (MFC) stake by 8.3% in Q2 2026, selling an estimated $65.9K and leaving 18,739 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Beacon Pointe Advisors first reported a position in MFC in Q3 2023 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Beacon Pointe Advisors held 18,739 shares of Manulife Financial worth $759K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,702 Manulife Financial shares in Q2 2026, an estimated $65.9K.
  • Manulife Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1156 holding.
  • Beacon Pointe Advisors first reported a position in Manulife Financial in Q3 2023 and has held it in 11 quarters since.
  • 812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.