KMWM
MFC icon

Keudell/Morrison Wealth Management’s Manulife Financial MFC Stock Holding History

Keudell/Morrison Wealth Management’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 		$257K Hold
6,341
– – 0.05% 216
2026
Q1 		$218K Sell
6,341
-510
-7% -$18.4K 0.04% 223
2025
Q4 		$249K Buy
+6,851
New +$233K 0.05% 201
2025
Q2 		$219K Sell
6,851
-1,465
-18% -$45.1K 0.05% 208
2025
Q1 		$259K Buy
8,316
+13
+0.2% +$393 0.06% 176
2024
Q4 		$255K Buy
8,303
+9
+0.1% +$279 0.07% 177
2024
Q3 		$245K Hold
8,294
– – 0.07% 185
2024
Q2 		$221K Hold
8,294
– – 0.06% 188
2024
Q1 		$207K Buy
+8,294
New +$191K 0.06% 196
2021
Q2 		– Sell
-9,825
Closed -$211K – 172
2021
Q1 		$211K Buy
+9,825
New +$196K 0.12% 157

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
AC
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Keudell/Morrison Wealth Management's MFC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Manulife Financial (MFC) position steady in Q2 2026 at 6,341 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #216.

Keudell/Morrison Wealth Management first reported a position in MFC in Q1 2021 and has held it in 10 quarters since. The position peaked at $259K in Q1 2025. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,341 shares of Manulife Financial worth $257K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Keudell/Morrison Wealth Management first reported a position in Manulife Financial in Q1 2021 and has held it in 10 quarters since.
  • Keudell/Morrison Wealth Management's Manulife Financial position peaked at $259K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.