EP Wealth Advisors’s Manulife Financial MFC Stock Holding History

EP Wealth 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	$821K	Buy	20,267 +2,523	+14%	+$97.6K	﹤0.01%	819
2026 Q1	$611K	Buy	17,744 +3,306	+23%	+$119K	﹤0.01%	819
2025 Q4	$524K	Buy	+14,438	New	+$490K	﹤0.01%	863
2025 Q2	$505K	Buy	15,803 +3,778	+31%	+$116K	﹤0.01%	776
2025 Q1	$375K	Buy	12,025 +45	+0.4%	+$1.36K	﹤0.01%	817
2024 Q4	$368K	Buy	11,980 +1,316	+12%	+$40.8K	﹤0.01%	790
2024 Q3	$315K	Buy	10,664 +118	+1%	+$3.17K	﹤0.01%	837
2024 Q2	$281K	Buy	+10,546	New	+$264K	﹤0.01%	676

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

EP Wealth Advisors's MFC Position: Q2 2026 in Review

EP Wealth Advisors increased its Manulife Financial (MFC) stake by 14% in Q2 2026, buying an estimated $97.6K and bringing the position to 20,267 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

EP Wealth Advisors first reported a position in MFC in Q2 2024 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

EP Wealth Advisors held 20,267 shares of Manulife Financial worth $821K as of Q2 2026.
EP Wealth Advisors bought 2,523 Manulife Financial shares in Q2 2026, an estimated $97.6K.
Manulife Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #819 holding.
EP Wealth Advisors first reported a position in Manulife Financial in Q2 2024 and has held it in 8 quarters since.
809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.