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LRI Investments’s Manulife Financial MFC Stock Holding History

LRI Investments’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 		$82K Sell
2,025
-68
-3% -$2.63K 0.01% 476
2026
Q1 		$72.1K Sell
2,093
-310
-13% -$11.2K 0.01% 462
2025
Q4 		$87.2K Hold
2,403
– – 0.01% 446
2025
Q3 		$74.9K Buy
2,403
+60
+3% +$1.85K 0.01% 478
2025
Q2 		$74.9K Sell
2,343
-4,028
-63% -$124K 0.01% 486
2025
Q1 		$198K Hold
6,371
– – 0.02% 266
2024
Q4 		$196K Hold
6,371
– – 0.02% 275
2024
Q3 		$209K Sell
6,371
-448
-7% -$12K 0.02% 268
2024
Q2 		$182K Buy
6,819
+542
+9% +$13.6K 0.02% 271
2024
Q1 		$157K Buy
+6,277
New +$144K 0.04% 149

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

LRI Investments's MFC Position: Q2 2026 in Review

LRI Investments reduced its Manulife Financial (MFC) stake by 3.2% in Q2 2026, selling an estimated $2.63K and leaving 2,025 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #476.

LRI Investments first reported a position in MFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $209K in Q3 2024. 112 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • LRI Investments held 2,025 shares of Manulife Financial worth $82K as of Q2 2026.
  • LRI Investments sold 68 Manulife Financial shares in Q2 2026, an estimated $2.63K.
  • Manulife Financial made up 0.01% of LRI Investments's portfolio in Q2 2026, its #476 holding.
  • LRI Investments first reported a position in Manulife Financial in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Manulife Financial position peaked at $209K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.