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Kestra Private Wealth Services’s Manulife Financial MFC Stock Holding History

Kestra Private Wealth Services’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 		$4M Sell
98,798
-3,591
-4% -$139K 0.04% 400
2026
Q1 		$3.53M Buy
102,389
+5,047
+5% +$182K 0.04% 406
2025
Q4 		$3.53M Buy
97,342
+3,031
+3% +$103K 0.04% 384
2025
Q3 		$2.94M Buy
94,311
+8,254
+10% +$255K 0.04% 425
2025
Q2 		$2.75M Buy
86,057
+10,138
+13% +$312K 0.04% 416
2025
Q1 		$2.36M Sell
75,919
-1,944
-2% -$58.7K 0.04% 418
2024
Q4 		$2.39M Buy
77,863
+5,554
+8% +$172K 0.04% 386
2024
Q3 		$2.14M Buy
72,309
+6,371
+10% +$171K 0.04% 404
2024
Q2 		$1.76M Buy
65,938
+922
+1% +$23.1K 0.04% 422
2024
Q1 		$1.62M Buy
65,016
+16,612
+34% +$382K 0.04% 433
2023
Q4 		$1.07M Buy
48,404
+20,434
+73% +$392K 0.03% 510
2023
Q3 		$511K Buy
27,970
+1,758
+7% +$33.2K 0.02% 651
2023
Q2 		$496K Sell
26,212
-814
-3% -$15.5K 0.02% 639
2023
Q1 		$496K Buy
27,026
+1,947
+8% +$37K 0.02% 601
2022
Q4 		$447K Buy
25,079
+4,691
+23% +$80K 0.02% 553
2022
Q3 		$319K Buy
20,388
+6,497
+47% +$114K 0.02% 631
2022
Q2 		$241K Buy
13,891
+2,939
+27% +$55.6K 0.01% 732
2022
Q1 		$234K Sell
10,952
-1,016
-8% -$20.8K 0.01% 834
2021
Q4 		$228K Buy
+11,968
New +$232K 0.01% 858

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

Kestra Private Wealth Services's MFC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Manulife Financial (MFC) stake by 3.5% in Q2 2026, selling an estimated $139K and leaving 98,798 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #400.

Kestra Private Wealth Services first reported a position in MFC in Q4 2021 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Kestra Private Wealth Services held 98,798 shares of Manulife Financial worth $4M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,591 Manulife Financial shares in Q2 2026, an estimated $139K.
  • Manulife Financial made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #400 holding.
  • Kestra Private Wealth Services first reported a position in Manulife Financial in Q4 2021 and has held it in 19 quarters since.
  • 816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.