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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
Q2 		$8.99M Buy
221,755
+4,591
+2% +$178K 1.85% 26
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 $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

Lorne Steinberg Wealth Management's MFC Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Manulife Financial (MFC) stake by 2.1% in Q2 2026, buying an estimated $178K and bringing the position to 221,755 shares worth $8.99M. The position accounts for 1.85% of the portfolio, ranked #26.

Lorne Steinberg Wealth Management first reported a position in MFC in Q4 2020 and has held it in 23 quarters since. 811 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Lorne Steinberg Wealth Management held 221,755 shares of Manulife Financial worth $8.99M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 4,591 Manulife Financial shares in Q2 2026, an estimated $178K.
  • Manulife Financial made up 1.85% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Lorne Steinberg Wealth Management first reported a position in Manulife Financial in Q4 2020 and has held it in 23 quarters since.
  • 811 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.