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Patriot Financial Group Insurance Agency’s Manulife Financial MFC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$263K Sell
6,500
-6,638
-51% -$257K 0.03% 413
2026
Q1 		$452K Buy
13,138
+6,501
+98% +$234K 0.03% 470
2025
Q4 		$241K Sell
6,637
-347
-5% -$11.8K 0.03% 435
2025
Q3 		$218K Buy
6,984
+557
+9% +$17.2K 0.03% 446
2025
Q2 		$205K Hold
6,427
– – 0.02% 491
2025
Q1 		$200K Buy
+6,427
New +$194K 0.03% 458
2022
Q3 		– Sell
-40
Closed -$1K – 1323
2022
Q2 		$1K Hold
40
– – ﹤0.01% 1918
2022
Q1 		$1K Hold
40
– – ﹤0.01% 1955
2021
Q4 		$1K Hold
40
– – ﹤0.01% 2052
2021
Q3 		$1K Sell
40
-185
-82% -$3.6K ﹤0.01% 2070
2021
Q2 		$4K Hold
225
– – ﹤0.01% 1713
2021
Q1 		$5K Hold
225
– – ﹤0.01% 1561
2020
Q4 		$4K Hold
225
– – ﹤0.01% 1488
2020
Q3 		$3K Sell
225
-400
-64% -$5.73K ﹤0.01% 1377
2020
Q2 		$9K Sell
625
-84
-12% -$1.06K ﹤0.01% 1005
2020
Q1 		$9K Sell
709
-1
-0.1% -$17 ﹤0.01% 891
2019
Q4 		$14K Sell
710
-38
-5% -$726 0.01% 765
2019
Q3 		$14K Sell
748
-324
-30% -$5.72K 0.01% 734
2019
Q2 		$20K Sell
1,072
-198
-16% -$3.52K 0.01% 645
2019
Q1 		$21K Sell
1,270
-778
-38% -$12.7K 0.01% 546
2018
Q4 		$29K Sell
2,048
-100
-5% -$1.58K 0.02% 413
2018
Q3 		$38K Buy
2,148
+1,846
+611% +$33.5K 0.02% 352
2018
Q2 		$5K Sell
302
-1,448
-83% -$27.3K 0.01% 482
2018
Q1 		$32K Buy
1,750
+263
+18% +$5.26K 0.02% 384
2017
Q4 		$32K Hold
1,487
– – 0.02% 370
2017
Q3 		$30K Buy
1,487
+757
+104% +$15K 0.03% 334
2017
Q2 		$14K Buy
730
+400
+121% +$7.05K 0.01% 463
2017
Q1 		$6K Hold
330
– – 0.01% 591
2016
Q4 		$6K Buy
+330
New +$5.38K 0.01% 544

Other funds holding MFC

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MFC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Manulife Financial (MFC) stake by 51% in Q2 2026, selling an estimated $257K and leaving 6,500 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #413.

Patriot Financial Group Insurance Agency first reported a position in MFC in Q4 2016 and has held it in 29 quarters since. The position peaked at $452K in Q1 2026. 379 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,500 shares of Manulife Financial worth $263K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,638 Manulife Financial shares in Q2 2026, an estimated $257K.
  • Manulife Financial made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #413 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Manulife Financial in Q4 2016 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's Manulife Financial position peaked at $452K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.