GA
MFC icon

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
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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 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
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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

GoalVest Advisory's MFC Position: Q2 2026 in Review

GoalVest Advisory reduced its Manulife Financial (MFC) stake by 86% in Q2 2026, selling an estimated $208K and leaving 902 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #241.

GoalVest Advisory first reported a position in MFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $232K in Q4 2025. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • GoalVest Advisory held 902 shares of Manulife Financial worth $36.5K as of Q2 2026.
  • GoalVest Advisory sold 5,386 Manulife Financial shares in Q2 2026, an estimated $208K.
  • Manulife Financial made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #241 holding.
  • GoalVest Advisory first reported a position in Manulife Financial in Q1 2024 and has held it in 10 quarters since.
  • GoalVest Advisory's Manulife Financial position peaked at $232K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.