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 Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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. 399 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.
399 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.