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Marks Group Wealth Management’s Manulife Financial MFC Stock Holding History

Marks Group 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 		$429K Buy
10,583
+1,936
+22% +$74.9K 0.04% 286
2026
Q1 		$298K Sell
8,647
-102
-1% -$3.67K 0.03% 293
2025
Q4 		$317K Sell
8,749
-226
-3% -$7.67K 0.03% 282
2025
Q3 		$280K Sell
8,975
-4,074
-31% -$126K 0.03% 264
2025
Q2 		$417K Sell
13,049
-904
-6% -$27.9K 0.04% 241
2025
Q1 		$435K Sell
13,953
-806
-5% -$24.4K 0.04% 252
2024
Q4 		$453K Sell
14,759
-15,178
-51% -$470K 0.04% 228
2024
Q3 		$885K Sell
29,937
-2,021
-6% -$54.3K 0.08% 182
2024
Q2 		$851K Sell
31,958
-2,366
-7% -$59.2K 0.09% 178
2024
Q1 		$858K Sell
34,324
-2,355
-6% -$54.1K 0.09% 176
2023
Q4 		$811K Sell
36,679
-1,402
-4% -$26.9K 0.09% 183
2023
Q3 		$696K Sell
38,081
-207
-0.5% -$3.91K 0.09% 185
2023
Q2 		$724K Buy
38,288
+9,212
+32% +$176K 0.09% 188
2023
Q1 		$534K Sell
29,076
-48
-0.2% -$913 0.07% 206
2022
Q4 		$520K Sell
29,124
-1,450
-5% -$24.7K 0.07% 208
2022
Q3 		$479K Buy
+30,574
New +$536K 0.07% 205

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

Marks Group Wealth Management's MFC Position: Q2 2026 in Review

Marks Group Wealth Management increased its Manulife Financial (MFC) stake by 22% in Q2 2026, buying an estimated $74.9K and bringing the position to 10,583 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #286.

Marks Group Wealth Management first reported a position in MFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $885K in Q3 2024. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Marks Group Wealth Management held 10,583 shares of Manulife Financial worth $429K as of Q2 2026.
  • Marks Group Wealth Management bought 1,936 Manulife Financial shares in Q2 2026, an estimated $74.9K.
  • Manulife Financial made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Marks Group Wealth Management first reported a position in Manulife Financial in Q3 2022 and has held it in 16 quarters since.
  • Marks Group Wealth Management's Manulife Financial position peaked at $885K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

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