GoalVest Advisory’s Manulife Financial MFC Stock Holding History

GoalVest Advisory’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	$38.4K	Hold	902	–	–	0.01%	254
2026 Q2	$36.5K	Sell	902 -5,386	-86%	-$208K	0.01%	241
2026 Q1	$217K	Sell	6,288 -112	-2%	-$4.03K	0.04%	141
2025 Q4	$232K	Hold	6,400	–	–	0.04%	141
2025 Q3	$199K	Hold	6,400	–	–	0.04%	131
2025 Q2	$205K	Hold	6,400	–	–	0.05%	125
2025 Q1	$199K	Hold	6,400	–	–	0.05%	116
2024 Q4	$197K	Hold	6,400	–	–	0.05%	112
2024 Q3	$189K	Hold	6,400	–	–	0.05%	112
2024 Q2	$170K	Hold	6,400	–	–	0.05%	112
2024 Q1	$160K	Buy	+6,400	New	+$147K	0.05%	119

Other funds holding MFC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

GoalVest Advisory's MFC Position: Q3 2026 in Review

GoalVest Advisory held its Manulife Financial (MFC) position steady in Q3 2026 at 902 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #254.

GoalVest Advisory first reported a position in MFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $232K in Q4 2025. 691 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

GoalVest Advisory held 902 shares of Manulife Financial worth $38.4K as of Q3 2026.
GoalVest Advisory left its Manulife Financial share count unchanged in Q3 2026.
Manulife Financial made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #254 holding.
GoalVest Advisory first reported a position in Manulife Financial in Q1 2024 and has held it in 11 quarters since.
GoalVest Advisory's Manulife Financial position peaked at $232K in Q4 2025.
691 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.