Heritage Wealth Advisors
MFC icon

Heritage Wealth Advisors’s Manulife Financial MFC Stock Holding History

Heritage 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
Q3 		– Sell
-838
Closed -$33.9K – 445
2026
Q2 		$33.9K Hold
838
– – ﹤0.01% 378
2026
Q1 		$28.9K Hold
838
– – ﹤0.01% 393
2025
Q4 		$30.4K Buy
+838
New +$28.4K ﹤0.01% 363

Other funds holding MFC

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Heritage Wealth Advisors's MFC Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Manulife Financial (MFC) in Q3 2026, closing a stake of 838 shares — an estimated $33.9K sold.

Heritage Wealth Advisors first reported a position in MFC in Q4 2025 and held it in 3 quarters. The position peaked at $33.9K in Q2 2026. 691 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Manulife Financial position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 838 Manulife Financial shares in Q3 2026, an estimated $33.9K.
  • Heritage Wealth Advisors first reported a position in Manulife Financial in Q4 2025 and held it in 3 quarters.
  • Heritage Wealth Advisors's Manulife Financial position peaked at $33.9K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.