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Legacy Wealth Asset Management’s Manulife Financial MFC Stock Holding History

Legacy Wealth Asset 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
Q3 		$954K Sell
22,393
-139
-0.6% -$6.02K 0.21% 136
2026
Q2 		$913K Sell
22,532
-84
-0.4% -$3.25K 0.2% 137
2026
Q1 		$779K Sell
22,616
-71
-0.3% -$2.56K 0.19% 172
2025
Q4 		$823K Sell
22,687
-267
-1% -$9.06K 0.2% 150
2025
Q3 		$715K Buy
22,954
+96
+0.4% +$2.96K 0.17% 187
2025
Q2 		$731K Sell
22,858
-769
-3% -$23.7K 0.19% 155
2025
Q1 		$736K Sell
23,627
-624
-3% -$18.9K 0.2% 147
2024
Q4 		$745K Sell
24,251
-734
-3% -$22.7K 0.2% 143
2024
Q3 		$738K Sell
24,985
-415
-2% -$11.1K 0.2% 147
2024
Q2 		$676K Buy
25,400
+236
+0.9% +$5.9K 0.19% 155
2024
Q1 		$629K Sell
25,164
-456
-2% -$10.5K 0.18% 179
2023
Q4 		$566K Buy
25,620
+124
+0.5% +$2.38K 0.19% 191
2023
Q3 		$466K Buy
25,496
+449
+2% +$8.49K 0.17% 212
2023
Q2 		$474K Buy
25,047
+208
+0.8% +$3.97K 0.17% 211
2023
Q1 		$456K Buy
24,839
+401
+2% +$7.63K 0.16% 214
2022
Q4 		$436K Buy
+24,438
New +$417K 0.17% 219

Other funds holding MFC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Legacy Wealth Asset Management's MFC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Manulife Financial (MFC) stake by 0.62% in Q3 2026, selling an estimated $6.02K and leaving 22,393 shares worth $954K. The position accounts for 0.21% of the portfolio, ranked #136.

Legacy Wealth Asset Management first reported a position in MFC in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

  • Legacy Wealth Asset Management held 22,393 shares of Manulife Financial worth $954K as of Q3 2026.
  • Legacy Wealth Asset Management sold 139 Manulife Financial shares in Q3 2026, an estimated $6.02K.
  • Manulife Financial made up 0.21% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #136 holding.
  • Legacy Wealth Asset Management first reported a position in Manulife Financial in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.