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Measured Wealth Private Client Group’s Manulife Financial MFC Stock Holding History

Measured Wealth Private Client Group’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 		$196K Sell
4,829
-2,731
-36% -$106K 0.05% 200
2026
Q1 		$260K Sell
7,560
-7,845
-51% -$282K 0.07% 155
2025
Q4 		$559K Sell
15,405
-7,307
-32% -$248K 0.15% 92
2025
Q3 		$707K Sell
22,712
-30,110
-57% -$928K 0.19% 73
2025
Q2 		$1.69M Buy
52,822
+2,784
+6% +$85.8K 0.51% 29
2025
Q1 		$1.56M Buy
50,038
+2,095
+4% +$63.3K 0.5% 28
2024
Q4 		$1.47M Sell
47,943
-359
-0.7% -$11.1K 0.48% 30
2024
Q3 		$1.43M Buy
48,302
+2,740
+6% +$73.6K 0.48% 28
2024
Q2 		$1.21M Buy
45,562
+4,314
+10% +$108K 0.43% 31
2024
Q1 		$1.03M Buy
41,248
+4,223
+11% +$97K 0.36% 38
2023
Q4 		$818K Sell
37,025
-6,311
-15% -$121K 0.3% 46
2023
Q3 		$792K Buy
43,336
+6,280
+17% +$119K 0.32% 49
2023
Q2 		$701K Buy
+37,056
New +$708K 0.27% 53
2018
Q4 		– Sell
-583
Closed -$10K – 456
2018
Q3 		$10K Buy
+583
New +$10.6K 0.01% 619

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

Measured Wealth Private Client Group's MFC Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Manulife Financial (MFC) stake by 36% in Q2 2026, selling an estimated $106K and leaving 4,829 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #200.

Measured Wealth Private Client Group first reported a position in MFC in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.69M in Q2 2025. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Measured Wealth Private Client Group held 4,829 shares of Manulife Financial worth $196K as of Q2 2026.
  • Measured Wealth Private Client Group sold 2,731 Manulife Financial shares in Q2 2026, an estimated $106K.
  • Manulife Financial made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #200 holding.
  • Measured Wealth Private Client Group first reported a position in Manulife Financial in Q3 2018 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's Manulife Financial position peaked at $1.69M in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.