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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
Q2 		$968K Buy
23,893
+5,840
+32% +$226K 0.06% 97
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 $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

Moss Adams Wealth Advisors's MFC Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Manulife Financial (MFC) stake by 32% in Q2 2026, buying an estimated $226K and bringing the position to 23,893 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #97.

Moss Adams Wealth Advisors first reported a position in MFC in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Moss Adams Wealth Advisors held 23,893 shares of Manulife Financial worth $968K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 5,840 Manulife Financial shares in Q2 2026, an estimated $226K.
  • Manulife Financial made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Moss Adams Wealth Advisors first reported a position in Manulife Financial in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.