Bogart Wealth LLC’s Manulife Financial MFC Stock Holding History

Bogart Wealth LLC’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	$1.54K	Hold	38	–	–	﹤0.01%	1527
2026 Q1	$1.31K	Buy	38 +7	+23%	+$252	﹤0.01%	1380
2025 Q4	$1.13K	Hold	31	–	–	﹤0.01%	1291
2025 Q3	$966	Hold	31	–	–	﹤0.01%	1295
2025 Q2	$991	Hold	31	–	–	﹤0.01%	1227
2025 Q1	$966	Hold	31	–	–	﹤0.01%	1185
2024 Q4	$952	Hold	31	–	–	﹤0.01%	1208
2024 Q3	$916	Hold	31	–	–	﹤0.01%	1031
2024 Q2	$825	Hold	31	–	–	﹤0.01%	1017
2024 Q1	$775	Hold	31	–	–	﹤0.01%	985
2023 Q4	$685	Hold	31	–	–	﹤0.01%	983
2023 Q3	$567	Buy	+31	New	+$586	﹤0.01%	1000
2019 Q3	–	Sell	-54	Closed	-$954	–	371
2019 Q2	$0	Hold	54	–	–	﹤0.01%	359
2019 Q1	$0	Hold	54	–	–	﹤0.01%	365
2018 Q4	$0	Hold	54	–	–	﹤0.01%	365
2018 Q3	$1K	Hold	54	–	–	﹤0.01%	319
2018 Q2	$0	Hold	54	–	–	﹤0.01%	365
2018 Q1	$1K	Hold	54	–	–	﹤0.01%	329
2017 Q4	$1K	Hold	54	–	–	﹤0.01%	321
2017 Q3	$1K	Buy	+54	New	+$1.07K	﹤0.01%	312

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bogart Wealth LLC's MFC Position: Q2 2026 in Review

Bogart Wealth LLC held its Manulife Financial (MFC) position steady in Q2 2026 at 38 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Bogart Wealth LLC first reported a position in MFC in Q3 2017 and has held it in 20 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Bogart Wealth LLC held 38 shares of Manulife Financial worth $1.54K as of Q2 2026.
Bogart Wealth LLC left its Manulife Financial share count unchanged in Q2 2026.
Manulife Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1527 holding.
Bogart Wealth LLC first reported a position in Manulife Financial in Q3 2017 and has held it in 20 quarters since.
816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.