IWC
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Integrated Wealth Concepts’s Manulife Financial MFC Stock Holding History

Integrated Wealth Concepts’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 		$1.3M Buy
32,050
+2,615
+9% +$101K 0.01% 1055
2026
Q1 		$1.01M Buy
29,435
+19,110
+185% +$688K 0.01% 1105
2025
Q4 		$375K Sell
10,325
-17,880
-63% -$607K ﹤0.01% 1229
2025
Q3 		$879K Sell
28,205
-5
-0% -$154 0.01% 1049
2025
Q2 		$902K Sell
28,210
-1,345
-5% -$41.4K 0.01% 975
2025
Q1 		$921K Sell
29,555
-357
-1% -$10.8K 0.01% 867
2024
Q4 		$919K Sell
29,912
-549
-2% -$17K 0.01% 856
2024
Q3 		$900K Sell
30,461
-646
-2% -$17.4K 0.01% 852
2024
Q2 		$828K Buy
31,107
+843
+3% +$21.1K 0.01% 842
2024
Q1 		$756K Sell
30,264
-88,651
-75% -$2.04M 0.01% 878
2023
Q4 		$2.63M Buy
118,915
+8,212
+7% +$158K 0.04% 386
2023
Q3 		$2.02M Buy
110,703
+2,147
+2% +$40.6K 0.04% 450
2023
Q2 		$2.05M Sell
108,556
-2,567
-2% -$49K 0.04% 453
2023
Q1 		$2.04M Buy
+111,123
New +$2.11M 0.04% 402

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Integrated Wealth Concepts's MFC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Manulife Financial (MFC) stake by 8.9% in Q2 2026, buying an estimated $101K and bringing the position to 32,050 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1055.

Integrated Wealth Concepts first reported a position in MFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2023. 814 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Integrated Wealth Concepts held 32,050 shares of Manulife Financial worth $1.3M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,615 Manulife Financial shares in Q2 2026, an estimated $101K.
  • Manulife Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1055 holding.
  • Integrated Wealth Concepts first reported a position in Manulife Financial in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Manulife Financial position peaked at $2.63M in Q4 2023.
  • 814 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.