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Burkett Asset Management’s Manulife Financial MFC Stock Holding History

Burkett Asset 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 		$5.41M Sell
133,590
-9,240
-6% -$358K 5.05% 8
2026
Q1 		$4.91M Buy
142,830
+1,980
+1% +$71.3K 4.84% 6
2025
Q4 		$5.12M Buy
+140,850
New +$4.78M 5.18% 5

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

Burkett Asset Management's MFC Position: Q2 2026 in Review

Burkett Asset Management reduced its Manulife Financial (MFC) stake by 6.5% in Q2 2026, selling an estimated $358K and leaving 133,590 shares worth $5.41M. The position accounts for 5.05% of the portfolio, ranked #8.

Burkett Asset Management first reported a position in MFC in Q4 2025 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Burkett Asset Management held 133,590 shares of Manulife Financial worth $5.41M as of Q2 2026.
  • Burkett Asset Management sold 9,240 Manulife Financial shares in Q2 2026, an estimated $358K.
  • Manulife Financial made up 5.05% of Burkett Asset Management's portfolio in Q2 2026, its #8 holding.
  • Burkett Asset Management first reported a position in Manulife Financial in Q4 2025 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.