Cape Investment Advisory’s Manulife Financial MFC Stock Holding History

Cape Investment Advisory’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	$87.7K	Buy	+2,165	New	+$83.8K	0.02%	368
2026 Q1	–	Sell	-1,925	Closed	-$62.8K	–	794
2025 Q4	$62.8K	Buy	1,925 +1,769	+1,134%	+$60K	0.02%	376
2025 Q3	$4.86K	Sell	156 -1,700	-92%	-$52.4K	﹤0.01%	526
2025 Q2	$59.3K	Buy	1,856 +1,700	+1,090%	+$52.4K	0.02%	350
2025 Q1	$4.86K	Hold	156	–	–	﹤0.01%	756
2024 Q4	$4.79K	Buy	+156	New	+$4.83K	﹤0.01%	754
2024 Q1	–	Sell	-476	Closed	-$10.5K	–	1073
2023 Q4	$10.5K	Buy	+476	New	+$9.14K	0.01%	641
2023 Q2	–	Sell	-300	Closed	-$5.51K	–	951
2023 Q1	$5.51K	Buy	+300	New	+$5.71K	﹤0.01%	645

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

Cape Investment Advisory's MFC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Manulife Financial (MFC) in Q2 2026: 2,165 shares worth $87.7K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MFC as recently as Q4 2025.

Cape Investment Advisory first reported a position in MFC in Q1 2023 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Cape Investment Advisory held 2,165 shares of Manulife Financial worth $87.7K as of Q2 2026.
Manulife Financial was a new Cape Investment Advisory position in Q2 2026.
Manulife Financial made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #368 holding.
Cape Investment Advisory first reported a position in Manulife Financial in Q1 2023 and has held it in 8 quarters since.
809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.