JFS Wealth Advisors’s Manulife Financial MFC Stock Holding History

JFS 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 Q2	$53.9K	Buy	1,331 +13	+1%	+$503	﹤0.01%	536
2026 Q1	$45.4K	Sell	1,318 -7	-0.5%	-$252	﹤0.01%	544
2025 Q4	$48.1K	Hold	1,325	–	–	﹤0.01%	530
2025 Q3	$41.3K	Hold	1,325	–	–	﹤0.01%	540
2025 Q2	$42.3K	Sell	1,325 -105	-7%	-$3.23K	﹤0.01%	495
2025 Q1	$44.5K	Hold	1,430	–	–	﹤0.01%	495
2024 Q4	$43.9K	Hold	1,430	–	–	﹤0.01%	488
2024 Q3	$42.3K	Sell	1,430 -110	-7%	-$2.96K	﹤0.01%	496
2024 Q2	$41K	Buy	1,540 +427	+38%	+$10.7K	﹤0.01%	452
2024 Q1	$27.8K	Sell	1,113 -455	-29%	-$10.5K	﹤0.01%	548
2023 Q4	$34.7K	Buy	1,568 +661	+73%	+$12.7K	﹤0.01%	474
2023 Q3	$16.6K	Buy	907 +56	+7%	+$1.06K	﹤0.01%	589
2023 Q2	$16.1K	Buy	851 +78	+10%	+$1.49K	﹤0.01%	590
2023 Q1	$14.2K	Buy	773 +33	+4%	+$628	﹤0.01%	607
2022 Q4	$13.2K	Sell	740 -34	-4%	-$580	﹤0.01%	619
2022 Q3	$12K	Buy	774 +204	+36%	+$3.58K	﹤0.01%	683
2022 Q2	$10K	Sell	570 -333	-37%	-$6.29K	﹤0.01%	767
2022 Q1	$19K	Buy	903 +407	+82%	+$8.34K	﹤0.01%	622
2021 Q4	$9K	Buy	496 +96	+24%	+$1.86K	﹤0.01%	703
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	675
2021 Q2	$8K	Sell	400 -200	-33%	-$4.19K	﹤0.01%	466
2021 Q1	$13K	Hold	600	–	–	﹤0.01%	394
2020 Q4	$11K	Sell	600 -298	-33%	-$4.76K	﹤0.01%	412
2020 Q3	$12K	Hold	898	–	–	﹤0.01%	382
2020 Q2	$12K	Hold	898	–	–	﹤0.01%	370
2020 Q1	$11K	Hold	898	–	–	﹤0.01%	346
2019 Q4	$18K	Hold	898	–	–	﹤0.01%	319
2019 Q3	$16K	Hold	898	–	–	﹤0.01%	321
2019 Q2	$16K	Hold	898	–	–	﹤0.01%	324
2019 Q1	$15K	Hold	898	–	–	﹤0.01%	323
2018 Q4	$13K	Hold	898	–	–	﹤0.01%	326
2018 Q3	$16K	Hold	898	–	–	﹤0.01%	346
2018 Q2	$16K	Sell	898 -300	-25%	-$5.65K	﹤0.01%	331
2018 Q1	$22K	Hold	1,198	–	–	0.01%	306
2017 Q4	$25K	Hold	1,198	–	–	0.01%	307
2017 Q3	$24K	Hold	1,198	–	–	0.01%	302
2017 Q2	$22K	Hold	1,198	–	–	0.01%	291
2017 Q1	$21K	Hold	1,198	–	–	0.01%	299
2016 Q4	$21K	Hold	1,198	–	–	0.01%	299
2016 Q3	$17K	Hold	1,198	–	–	﹤0.01%	343
2016 Q2	$16K	Hold	1,198	–	–	﹤0.01%	354
2016 Q1	$17K	Hold	1,198	–	–	0.01%	339
2015 Q4	$18K	Hold	1,198	–	–	0.01%	333
2015 Q3	$19K	Hold	1,198	–	–	0.01%	279
2015 Q2	$22K	Hold	1,198	–	–	0.01%	262
2015 Q1	$20K	Hold	1,198	–	–	0.01%	283
2014 Q4	$23K	Hold	1,198	–	–	﹤0.01%	273
2014 Q3	$23K	Hold	1,198	–	–	﹤0.01%	248
2014 Q2	$24K	Buy	+1,198	New	+$22.6K	﹤0.01%	248

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

JFS Wealth Advisors's MFC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Manulife Financial (MFC) stake by 0.99% in Q2 2026, buying an estimated $503 and bringing the position to 1,331 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

JFS Wealth Advisors first reported a position in MFC in Q2 2014 and has held it in 49 quarters since. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

JFS Wealth Advisors held 1,331 shares of Manulife Financial worth $53.9K as of Q2 2026.
JFS Wealth Advisors bought 13 Manulife Financial shares in Q2 2026, an estimated $503.
Manulife Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #536 holding.
JFS Wealth Advisors first reported a position in Manulife Financial in Q2 2014 and has held it in 49 quarters since.
112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.