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Moss Adams Wealth Advisors’s Manulife Financial MFC Stock Holding History

Moss Adams Wealth 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
Q1 		$622K Buy
18,053
+925
+5% +$33.3K 0.05% 120
2025
Q4 		$621K Buy
+17,128
New +$581K 0.05% 115

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Moss Adams Wealth Advisors's MFC Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Manulife Financial (MFC) stake by 5.4% in Q1 2026, buying an estimated $33.3K and bringing the position to 18,053 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #120.

Moss Adams Wealth Advisors first reported a position in MFC in Q4 2025 and has held it in 2 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Moss Adams Wealth Advisors held 18,053 shares of Manulife Financial worth $622K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 925 Manulife Financial shares in Q1 2026, an estimated $33.3K.
  • Manulife Financial made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • Moss Adams Wealth Advisors first reported a position in Manulife Financial in Q4 2025 and has held it in 2 quarters since.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.