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Concurrent Investment Advisors’s Manulife Financial MFC Stock Holding History

Concurrent Investment Advisors’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 		$1.06M Buy
26,248
+453
+2% +$17.5K 0.01% 979
2026
Q1 		$888K Buy
25,795
+1,774
+7% +$63.9K 0.01% 920
2025
Q4 		$871K Buy
24,021
+9,122
+61% +$310K 0.01% 896
2025
Q3 		$464K Buy
14,899
+1,560
+12% +$48.1K 0.01% 947
2025
Q2 		$426K Sell
13,339
-1,258
-9% -$38.8K 0.01% 909
2025
Q1 		$455K Buy
14,597
+4,277
+41% +$129K 0.01% 774
2024
Q4 		$317K Sell
10,320
-27
-0.3% -$836 0.01% 806
2024
Q3 		$306K Sell
10,347
-412
-4% -$11.1K 0.01% 773
2024
Q2 		$286K Buy
10,759
+615
+6% +$15.4K 0.01% 752
2024
Q1 		$253K Buy
+10,144
New +$233K 0.01% 722

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

Concurrent Investment Advisors's MFC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Manulife Financial (MFC) stake by 1.8% in Q2 2026, buying an estimated $17.5K and bringing the position to 26,248 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #979.

Concurrent Investment Advisors first reported a position in MFC in Q1 2024 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Concurrent Investment Advisors held 26,248 shares of Manulife Financial worth $1.06M as of Q2 2026.
  • Concurrent Investment Advisors bought 453 Manulife Financial shares in Q2 2026, an estimated $17.5K.
  • Manulife Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #979 holding.
  • Concurrent Investment Advisors first reported a position in Manulife Financial in Q1 2024 and has held it in 10 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.