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Robertson Stephens Wealth Management’s Manulife Financial MFC Stock Holding History

Robertson Stephens Wealth Management’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 		$783K Buy
19,316
+34
+0.2% +$1.32K 0.02% 361
2026
Q1 		$664K Buy
19,282
+656
+4% +$23.6K 0.02% 372
2025
Q4 		$676K Sell
18,626
-80
-0.4% -$2.71K 0.02% 373
2025
Q3 		$583K Buy
18,706
+1,737
+10% +$53.6K 0.02% 335
2025
Q2 		$542K Sell
16,969
-5,438
-24% -$168K 0.02% 354
2025
Q1 		$698K Sell
22,407
-661
-3% -$20K 0.02% 314
2024
Q4 		$708K Buy
23,068
+339
+1% +$10.5K 0.03% 304
2024
Q3 		$672K Buy
22,729
+3,559
+19% +$95.6K 0.02% 350
2024
Q2 		$510K Buy
19,170
+4,851
+34% +$121K 0.03% 331
2024
Q1 		$358K Buy
+14,319
New +$329K 0.02% 399
2022
Q2 		– Sell
-18,523
Closed -$395K – 405
2022
Q1 		$395K Sell
18,523
-14,508
-44% -$297K 0.03% 275
2021
Q4 		$629K Buy
+33,031
New +$639K 0.05% 235

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

Robertson Stephens Wealth Management's MFC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Manulife Financial (MFC) stake by 0.18% in Q2 2026, buying an estimated $1.32K and bringing the position to 19,316 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #361.

Robertson Stephens Wealth Management first reported a position in MFC in Q4 2021 and has held it in 12 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Robertson Stephens Wealth Management held 19,316 shares of Manulife Financial worth $783K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 34 Manulife Financial shares in Q2 2026, an estimated $1.32K.
  • Manulife Financial made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Robertson Stephens Wealth Management first reported a position in Manulife Financial in Q4 2021 and has held it in 12 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.