EWA
MFC icon

EverSource Wealth Advisors’s Manulife Financial MFC Stock Holding History

EverSource 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 		$359K Sell
8,853
-5,913
-40% -$229K 0.01% 720
2026
Q1 		$509K Buy
14,766
+4,661
+46% +$168K 0.02% 604
2025
Q4 		$367K Buy
10,105
+116
+1% +$3.94K 0.01% 660
2025
Q3 		$311K Buy
9,989
+103
+1% +$3.18K 0.01% 714
2025
Q2 		$316K Buy
9,886
+3,375
+52% +$104K 0.01% 647
2025
Q1 		$203K Buy
6,511
+451
+7% +$13.6K 0.01% 654
2024
Q4 		$186K Buy
6,060
+294
+5% +$9.11K 0.01% 680
2024
Q3 		$170K Sell
5,766
-3,141
-35% -$84.4K 0.01% 616
2024
Q2 		$237K Buy
8,907
+339
+4% +$8.48K 0.02% 500
2024
Q1 		$200K Buy
8,568
+1,845
+27% +$42.4K 0.02% 490
2023
Q4 		$149K Buy
6,723
+5,637
+519% +$108K 0.01% 510
2023
Q3 		$19.9K Sell
1,086
-1,581
-59% -$29.9K ﹤0.01% 1129
2023
Q2 		$50.4K Buy
+2,667
New +$50.9K 0.01% 835
2023
Q1 		– Sell
-29
Closed -$517 – 2470
2022
Q4 		$517 Sell
29
-110
-79% -$1.88K ﹤0.01% 2201
2022
Q3 		$2K Sell
139
-3,524
-96% -$61.8K ﹤0.01% 1696
2022
Q2 		$64K Buy
3,663
+3,197
+686% +$60.4K 0.02% 532
2022
Q1 		$10K Hold
466
– – ﹤0.01% 973
2021
Q4 		$9K Buy
+466
New +$9.02K ﹤0.01% 1005

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

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

EverSource Wealth Advisors reduced its Manulife Financial (MFC) stake by 40% in Q2 2026, selling an estimated $229K and leaving 8,853 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #720.

EverSource Wealth Advisors first reported a position in MFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $509K in Q1 2026. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • EverSource Wealth Advisors held 8,853 shares of Manulife Financial worth $359K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,913 Manulife Financial shares in Q2 2026, an estimated $229K.
  • Manulife Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #720 holding.
  • EverSource Wealth Advisors first reported a position in Manulife Financial in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Manulife Financial position peaked at $509K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.