Moneta Group Investment Advisors’s Manulife Financial MFC Stock Holding History

Moneta Group Investment Advisors’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	$673K	Buy	16,612 +1,174	+8%	+$45.4K	0.01%	480
2026 Q1	$532K	Sell	15,438 -385	-2%	-$13.9K	﹤0.01%	498
2025 Q4	$574K	Hold	15,823	–	–	﹤0.01%	464
2025 Q3	$493K	Buy	15,823 +121	+0.8%	+$3.73K	﹤0.01%	498
2025 Q2	$502K	Sell	15,702 -628	-4%	-$19.4K	0.01%	436
2025 Q1	$509K	Buy	16,330 +6,269	+62%	+$189K	0.01%	415
2024 Q4	$309K	Buy	10,061 +145	+1%	+$4.49K	﹤0.01%	524
2024 Q3	$293K	Buy	+9,916	New	+$266K	﹤0.01%	525

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Moneta Group Investment Advisors's MFC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Manulife Financial (MFC) stake by 7.6% in Q2 2026, buying an estimated $45.4K and bringing the position to 16,612 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #480.

Moneta Group Investment Advisors first reported a position in MFC in Q3 2024 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Moneta Group Investment Advisors held 16,612 shares of Manulife Financial worth $673K as of Q2 2026.
Moneta Group Investment Advisors bought 1,174 Manulife Financial shares in Q2 2026, an estimated $45.4K.
Manulife Financial made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #480 holding.
Moneta Group Investment Advisors first reported a position in Manulife Financial in Q3 2024 and has held it in 8 quarters since.
809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.