Cardinal Point Capital Management’s Manulife Financial MFC Stock Holding History

Cardinal Point Capital 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 Q3	$19.6M	Sell	459,450 -6,476	-1%	-$280K	1.09%	23
2026 Q2	$18.9M	Sell	465,926 -5,425	-1%	-$210K	1.07%	23
2026 Q1	$16.2M	Buy	471,351 +6,686	+1%	+$241K	0.99%	28
2025 Q4	$16.9M	Buy	464,665 +11,329	+2%	+$385K	1.1%	23
2025 Q3	$14.1M	Sell	453,336 -8,420	-2%	-$260K	0.99%	25
2025 Q2	$14.7M	Buy	461,756 +323	+0.1%	+$10K	1.17%	23
2025 Q1	$14.3M	Buy	+461,433	New	+$13.9M	1.31%	21

Other funds holding MFC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cardinal Point Capital Management's MFC Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its Manulife Financial (MFC) stake by 1.4% in Q3 2026, selling an estimated $280K and leaving 459,450 shares worth $19.6M. The position accounts for 1.09% of the portfolio, ranked #23.

Cardinal Point Capital Management first reported a position in MFC in Q1 2025 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

Cardinal Point Capital Management held 459,450 shares of Manulife Financial worth $19.6M as of Q3 2026.
Cardinal Point Capital Management sold 6,476 Manulife Financial shares in Q3 2026, an estimated $280K.
Manulife Financial made up 1.09% of Cardinal Point Capital Management's portfolio in Q3 2026, its #23 holding.
Cardinal Point Capital Management first reported a position in Manulife Financial in Q1 2025 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.