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Lorne Steinberg Wealth Management’s Manulife Financial MFC Stock Holding History

Lorne Steinberg 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
Q1 		$7.48M Buy
217,164
+2,796
+1% +$101K 1.77% 30
2025
Q4 		$7.79M Buy
214,368
+844
+0.4% +$28.6K 1.79% 27
2025
Q3 		$6.65M Buy
213,524
+21,629
+11% +$667K 1.6% 31
2025
Q2 		$6.14M Sell
191,895
-619
-0.3% -$19.1K 1.6% 30
2025
Q1 		$6M Sell
192,514
-99
-0.1% -$2.99K 1.75% 27
2024
Q4 		$5.91M Sell
192,613
-200
-0.1% -$6.2K 1.71% 29
2024
Q3 		$5.7M Sell
192,813
-1,367
-0.7% -$36.7K 1.65% 31
2024
Q2 		$5.17M Sell
194,180
-2,615
-1% -$65.4K 1.66% 31
2024
Q1 		$4.92M Sell
196,795
-4,299
-2% -$98.8K 1.54% 31
2023
Q4 		$4.44M Buy
201,094
+1,117
+0.6% +$21.5K 1.49% 34
2023
Q3 		$3.67M Sell
199,977
-6,459
-3% -$122K 1.41% 39
2023
Q2 		$101K Buy
206,436
+5,178
+3% +$98.9K 0.04% 69
2023
Q1 		$3.69M Sell
201,258
-1,400
-0.7% -$26.6K 1.47% 38
2022
Q4 		$3.61M Buy
202,658
+5,750
+3% +$98K 1.55% 30
2022
Q3 		$3.11M Buy
196,908
+7,275
+4% +$128K 1.51% 35
2022
Q2 		$3.29M Sell
189,633
-7,340
-4% -$139K 1.55% 35
2022
Q1 		$4.2M Sell
196,973
-1,404
-0.7% -$28.8K 1.94% 28
2021
Q4 		$3.77M Sell
198,377
-2,988
-1% -$57.8K 1.62% 32
2021
Q3 		$3.85M Buy
201,365
+15,485
+8% +$301K 1.87% 28
2021
Q2 		$3.66M Buy
185,880
+2,002
+1% +$41.9K 1.8% 27
2021
Q1 		$3.95M Buy
183,878
+5,621
+3% +$112K 2.09% 26
2020
Q4 		$3.18M Buy
+178,257
New +$2.85M 1.98% 25

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return