Independent Advisor Alliance’s Manulife Financial MFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.13M Sell
52,555
-458
-0.9% -$17.7K 0.05% 267
2026
Q1
$1.83M Sell
53,013
-3,014
-5% -$108K 0.02% 588
2025
Q4
$2.03M Buy
56,027
+7,374
+15% +$250K 0.05% 306
2025
Q3
$1.52M Buy
48,653
+3,677
+8% +$113K 0.04% 352
2025
Q2
$1.44M Buy
44,976
+4,179
+10% +$129K 0.04% 341
2025
Q1
$1.27M Sell
40,797
-646
-2% -$19.5K 0.04% 330
2024
Q4
$1.27M Sell
41,443
-140
-0.3% -$4.34K 0.02% 647
2024
Q3
$1.23M Sell
41,583
-331
-0.8% -$8.89K 0.04% 291
2024
Q2
$1.12M Buy
41,914
+7,862
+23% +$197K 0.04% 305
2024
Q1
$851K Buy
34,052
+655
+2% +$15.1K 0.03% 350
2023
Q4
$738K Sell
33,397
-1,802
-5% -$34.6K 0.03% 360
2023
Q3
$643K Buy
35,199
+21,893
+165% +$414K 0.03% 366
2023
Q2
$252K Buy
13,306
+2
+0% +$38 0.01% 570
2023
Q1
$244K Buy
13,304
+2
+0% +$38 0.01% 566
2022
Q4
$237 Sell
13,302
-606
-4% -$10.3K ﹤0.01% 372
2022
Q3
$218K Sell
13,908
-1,248
-8% -$21.9K 0.01% 559
2022
Q2
$263K Buy
+15,156
New +$286K 0.01% 511
2020
Q1
Sell
-10,059
Closed -$204K 678
2019
Q4
$204K Sell
10,059
-1,501
-13% -$28.7K 0.01% 816
2019
Q3
$212K Sell
11,560
-1,007
-8% -$17.8K 0.03% 409
2019
Q2
$228K Buy
+12,567
New +$224K 0.03% 352
2018
Q4
Sell
-17,311
Closed -$249K 440
2018
Q3
$249K Sell
17,311
-4,225
-20% -$76.8K 0.04% 298
2018
Q2
$331K Sell
21,536
-13,143
-38% -$248K 0.07% 231
2018
Q1
$629K Buy
34,679
+3,648
+12% +$73K 0.14% 165
2017
Q4
$662K Buy
31,031
+12,266
+65% +$255K 0.15% 155
2017
Q3
$379K Buy
+18,765
New +$373K 0.1% 176

Other funds holding MFC

Independent Advisor Alliance's MFC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Manulife Financial (MFC) stake by 0.86% in Q2 2026, selling an estimated $17.7K and leaving 52,555 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #267.

Independent Advisor Alliance first reported a position in MFC in Q3 2017 and has held it in 25 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Independent Advisor Alliance held 52,555 shares of Manulife Financial worth $2.13M as of Q2 2026.
  • Independent Advisor Alliance sold 458 Manulife Financial shares in Q2 2026, an estimated $17.7K.
  • Manulife Financial made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #267 holding.
  • Independent Advisor Alliance first reported a position in Manulife Financial in Q3 2017 and has held it in 25 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.