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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
Q1 		$28.9K Hold
838
– – ﹤0.01% 393
2025
Q4 		$30.4K Buy
+838
New +$28.4K ﹤0.01% 363

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Heritage Wealth Advisors's MFC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Manulife Financial (MFC) position steady in Q1 2026 at 838 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Heritage Wealth Advisors first reported a position in MFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.4K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Heritage Wealth Advisors held 838 shares of Manulife Financial worth $28.9K as of Q1 2026.
  • Heritage Wealth Advisors left its Manulife Financial share count unchanged in Q1 2026.
  • Manulife Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #393 holding.
  • Heritage Wealth Advisors first reported a position in Manulife Financial in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Manulife Financial position peaked at $30.4K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.