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Root Financial Partners’s Manulife Financial MFC Stock Holding History

Root Financial Partners’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 		– Sell
-488
Closed -$16.8K – 2053
2026
Q1 		$16.8K Sell
488
-332
-40% -$11.9K ﹤0.01% 1423
2025
Q4 		$29.8K Buy
820
+15
+2% +$509 ﹤0.01% 955
2025
Q3 		$25.1K Buy
+805
New +$24.8K ﹤0.01% 1001

Other funds holding MFC

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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

Root Financial Partners's MFC Position: Q2 2026 in Review

Root Financial Partners sold out of Manulife Financial (MFC) in Q2 2026, closing a stake of 488 shares — an estimated $16.8K sold.

Root Financial Partners first reported a position in MFC in Q3 2025 and held it in 3 quarters. The position peaked at $29.8K in Q4 2025. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Root Financial Partners reported no remaining Manulife Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 488 Manulife Financial shares in Q2 2026, an estimated $16.8K.
  • Root Financial Partners first reported a position in Manulife Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Manulife Financial position peaked at $29.8K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.