Cornerstone Planning Group’s Manulife Financial MFC Stock Holding History

Cornerstone Planning Group’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	–	Sell	-543	Closed	-$23.4K	–	1076
2026 Q2	$23.4K	Hold	543	–	–	﹤0.01%	623
2026 Q1	$21.4K	Buy	543 +81	+18%	+$2.92K	﹤0.01%	644
2025 Q4	$17.4K	Buy	462 +127	+38%	+$4.31K	﹤0.01%	624
2025 Q3	$10.8K	Buy	335 +230	+219%	+$7.09K	﹤0.01%	758
2025 Q2	$3.24K	Sell	105 -72	-41%	-$2.22K	﹤0.01%	830
2025 Q1	$5.27K	Buy	177 +86	+95%	+$2.6K	﹤0.01%	718
2024 Q4	$2.76K	Hold	91	–	–	﹤0.01%	706
2024 Q3	$2.74K	Buy	91 +30	+49%	+$806	﹤0.01%	701
2024 Q2	$1.48K	Buy	61 +22	+56%	+$550	﹤0.01%	852
2024 Q1	$937	Sell	39 -363	-90%	-$8.34K	﹤0.01%	796
2023 Q4	$8.88K	Buy	+402	New	+$7.72K	﹤0.01%	450

Other funds holding MFC

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

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Cornerstone Planning Group's MFC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Manulife Financial (MFC) in Q3 2026, closing a stake of 543 shares — an estimated $23.4K sold.

Cornerstone Planning Group first reported a position in MFC in Q4 2023 and held it in 11 quarters. The position peaked at $23.4K in Q2 2026. 181 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

Cornerstone Planning Group reported no remaining Manulife Financial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 543 Manulife Financial shares in Q3 2026, an estimated $23.4K.
Cornerstone Planning Group first reported a position in Manulife Financial in Q4 2023 and held it in 11 quarters.
Cornerstone Planning Group's Manulife Financial position peaked at $23.4K in Q2 2026.
181 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.