GIM
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Goelzer Investment Management’s Manulife Financial MFC Stock Holding History

Goelzer Investment Management’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 		$273K Hold
6,745
– – 0.01% 284
2026
Q1 		$232K Hold
6,745
– – 0.01% 281
2025
Q4 		$245K Hold
6,745
– – 0.01% 261
2025
Q3 		$210K Buy
6,745
+117
+2% +$3.61K 0.01% 241
2025
Q2 		$212K Buy
+6,628
New +$204K 0.01% 239
2025
Q1 		– Sell
-7,240
Closed -$222K – 241
2024
Q4 		$222K Hold
7,240
– – 0.01% 232
2024
Q3 		$214K Buy
+7,240
New +$194K 0.01% 223
2023
Q1 		– Sell
-14,216
Closed -$254K – 232
2022
Q4 		$254K Buy
14,216
+318
+2% +$5.42K 0.02% 221
2022
Q3 		$218K Buy
13,898
+3,229
+30% +$56.6K 0.02% 218
2022
Q2 		$185K Buy
+10,669
New +$202K 0.02% 217
2020
Q4 		– Sell
-16,237
Closed -$226K – 232
2020
Q3 		$226K Buy
16,237
+2,397
+17% +$34.3K 0.02% 235
2020
Q2 		$189K Hold
13,840
– – 0.02% 234
2020
Q1 		$174K Buy
13,840
+1,000
+8% +$17.4K 0.02% 232
2019
Q4 		$261K Sell
12,840
-250
-2% -$4.78K 0.02% 231
2019
Q3 		$240K Buy
13,090
+250
+2% +$4.42K 0.02% 237
2019
Q2 		$233K Sell
12,840
-250
-2% -$4.45K 0.02% 245
2019
Q1 		$221K Buy
+13,090
New +$213K 0.02% 257

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

Goelzer Investment Management's MFC Position: Q2 2026 in Review

Goelzer Investment Management held its Manulife Financial (MFC) position steady in Q2 2026 at 6,745 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #284.

Goelzer Investment Management first reported a position in MFC in Q1 2019 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Goelzer Investment Management held 6,745 shares of Manulife Financial worth $273K as of Q2 2026.
  • Goelzer Investment Management left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #284 holding.
  • Goelzer Investment Management first reported a position in Manulife Financial in Q1 2019 and has held it in 17 quarters since.
  • 112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.