Joel Isaacson & Co’s Manulife Financial MFC Stock Holding History

Joel Isaacson & Co’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	$225K	Buy	+5,558	New	+$215K	0.01%	437
2017 Q1	–	Sell	-2,964	Closed	-$53K	–	386
2016 Q4	$53K	Hold	2,964	–	–	0.01%	299
2016 Q3	$42K	Hold	2,964	–	–	0.01%	352
2016 Q2	$41K	Hold	2,964	–	–	0.01%	351
2016 Q1	$42K	Hold	2,964	–	–	0.01%	358
2015 Q4	$44K	Buy	2,964 +1,346	+83%	+$21.7K	0.01%	346
2015 Q3	$25K	Hold	1,618	–	–	0.01%	441
2015 Q2	$30K	Hold	1,618	–	–	0.01%	437
2015 Q1	$28K	Hold	1,618	–	–	0.01%	433
2014 Q4	$31K	Hold	1,618	–	–	0.01%	376
2014 Q3	$31K	Buy	1,618 +136	+9%	+$2.74K	0.01%	365
2014 Q2	$29K	Buy	+1,482	New	+$28K	0.01%	363

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Joel Isaacson & Co's MFC Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Manulife Financial (MFC) in Q2 2026: 5,558 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in MFC as recently as Q4 2016.

Joel Isaacson & Co first reported a position in MFC in Q2 2014 and has held it in 12 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Joel Isaacson & Co held 5,558 shares of Manulife Financial worth $225K as of Q2 2026.
Manulife Financial was a new Joel Isaacson & Co position in Q2 2026.
Manulife Financial made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #437 holding.
Joel Isaacson & Co first reported a position in Manulife Financial in Q2 2014 and has held it in 12 quarters since.
816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.