Cassaday & Co Wealth Management’s Manulife Financial MFC Stock Holding History

Cassaday & Co Wealth 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	$619K	Buy	15,276 +17	+0.1%	+$658	0.01%	206
2026 Q1	$526K	Buy	15,259 +21	+0.1%	+$756	0.01%	214
2025 Q4	$553K	Buy	15,238 +18	+0.1%	+$611	0.01%	204
2025 Q3	$474K	Buy	15,220 +20	+0.1%	+$617	0.01%	219
2025 Q2	$486K	Buy	15,200 +20	+0.1%	+$616	0.01%	211
2025 Q1	$473K	Buy	15,180 +20	+0.1%	+$604	0.01%	206
2024 Q4	$466K	Buy	15,160 +18	+0.1%	+$558	0.01%	200
2024 Q3	$447K	Buy	15,142 +19	+0.1%	+$510	0.01%	197
2024 Q2	$403K	Sell	15,123 -5,576	-27%	-$139K	0.01%	196
2024 Q1	$517K	Buy	20,699 +22	+0.1%	+$506	0.02%	168
2023 Q4	$457K	Buy	20,677 +24	+0.1%	+$461	0.02%	167
2023 Q3	$378K	Buy	20,653 +25	+0.1%	+$473	0.02%	170
2023 Q2	$390K	Buy	20,628 +26	+0.1%	+$496	0.02%	172
2023 Q1	$378K	Buy	20,602 +26	+0.1%	+$494	0.02%	178
2022 Q4	$367K	Buy	+20,576	New	+$351K	0.02%	172

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

Cassaday & Co Wealth Management's MFC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Manulife Financial (MFC) stake by 0.11% in Q2 2026, buying an estimated $658 and bringing the position to 15,276 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #206.

Cassaday & Co Wealth Management first reported a position in MFC in Q4 2022 and has held it in 15 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Cassaday & Co Wealth Management held 15,276 shares of Manulife Financial worth $619K as of Q2 2026.
Cassaday & Co Wealth Management bought 17 Manulife Financial shares in Q2 2026, an estimated $658.
Manulife Financial made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #206 holding.
Cassaday & Co Wealth Management first reported a position in Manulife Financial in Q4 2022 and has held it in 15 quarters since.
809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.