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Everhart Financial Group’s Manulife Financial MFC Stock Holding History

Everhart Financial 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
Q2 		$234K Buy
+5,768
New +$223K 0.01% 428
2026
Q1 		– Sell
-5,618
Closed -$204K – 480
2025
Q4 		$204K Buy
+5,618
New +$191K 0.02% 408
2025
Q3 		– Sell
-6,418
Closed -$205K – 398
2025
Q2 		$205K Buy
+6,418
New +$198K 0.02% 331

Other funds holding MFC

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Everhart Financial Group's MFC Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Manulife Financial (MFC) in Q2 2026: 5,768 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in MFC as recently as Q4 2025.

Everhart Financial Group first reported a position in MFC in Q2 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Everhart Financial Group held 5,768 shares of Manulife Financial worth $234K as of Q2 2026.
  • Manulife Financial was a new Everhart Financial Group position in Q2 2026.
  • Manulife Financial made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #428 holding.
  • Everhart Financial Group first reported a position in Manulife Financial in Q2 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.