KA
MFC icon

Kozak & Associates’s Manulife Financial MFC Stock Holding History

Kozak & Associates’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 		$81.4K Hold
2,000
– – 0.01% 119
2026
Q1 		$74.6K Hold
2,000
– – 0.01% 120
2025
Q4 		$74.7K Hold
2,000
– – 0.01% 122
2025
Q3 		$67.6K Hold
2,000
– – 0.01% 130
2025
Q2 		$60.9K Buy
+2,000
New +$61.6K 0.01% 137

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

Kozak & Associates's MFC Position: Q2 2026 in Review

Kozak & Associates held its Manulife Financial (MFC) position steady in Q2 2026 at 2,000 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #119.

Kozak & Associates first reported a position in MFC in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Kozak & Associates held 2,000 shares of Manulife Financial worth $81.4K as of Q2 2026.
  • Kozak & Associates left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #119 holding.
  • Kozak & Associates first reported a position in Manulife Financial in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.