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Beverly Hills Private Wealth’s Manulife Financial MFC Stock Holding History

Beverly Hills 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 		$268K Sell
6,610
-7,140
-52% -$276K 0.05% 213
2026
Q1 		$474K Sell
13,750
-675
-5% -$24.3K 0.08% 193
2025
Q4 		$523K Buy
14,425
+157
+1% +$5.33K 0.09% 172
2025
Q3 		$444K Buy
14,268
+7
+0% +$216 0.08% 201
2025
Q2 		$456K Sell
14,261
-1,188
-8% -$36.6K 0.09% 191
2025
Q1 		$481K Sell
15,449
-109
-0.7% -$3.29K 0.1% 184
2024
Q4 		$478K Sell
15,558
-586
-4% -$18.2K 0.1% 178
2024
Q3 		$477K Sell
16,144
-3,293
-17% -$88.5K 0.1% 193
2024
Q2 		$517K Sell
19,437
-1,558
-7% -$39K 0.11% 181
2024
Q1 		$525K Sell
20,995
-1,170
-5% -$26.9K 0.12% 185
2023
Q4 		$490K Sell
22,165
-844
-4% -$16.2K 0.13% 170
2023
Q3 		$421K Sell
23,009
-23,674
-51% -$448K 0.13% 176
2023
Q2 		$906K Buy
46,683
+22,792
+95% +$435K 0.15% 152
2023
Q1 		$439K Buy
23,891
+2,761
+13% +$52.5K 0.14% 165
2022
Q4 		$377K Buy
+21,130
New +$360K 0.16% 136

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

Beverly Hills Private Wealth's MFC Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Manulife Financial (MFC) stake by 52% in Q2 2026, selling an estimated $276K and leaving 6,610 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #213.

Beverly Hills Private Wealth first reported a position in MFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $906K in Q2 2023. 810 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Beverly Hills Private Wealth held 6,610 shares of Manulife Financial worth $268K as of Q2 2026.
  • Beverly Hills Private Wealth sold 7,140 Manulife Financial shares in Q2 2026, an estimated $276K.
  • Manulife Financial made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #213 holding.
  • Beverly Hills Private Wealth first reported a position in Manulife Financial in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Manulife Financial position peaked at $906K in Q2 2023.
  • 810 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.