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Smallwood Wealth Investment Management’s Manulife Financial MFC Stock Holding History

Smallwood Wealth Investment 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 		$22.5K Hold
555
– – 0.01% 264
2026
Q1 		$19.1K Hold
555
– – 0.01% 263
2025
Q4 		$20.1K Hold
555
– – 0.01% 259
2025
Q3 		$17.3K Hold
555
– – 0.01% 274
2025
Q2 		$17.7K Hold
555
– – 0.01% 263
2025
Q1 		$17.3K Buy
+555
New +$16.8K 0.01% 267

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

Smallwood Wealth Investment Management's MFC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Manulife Financial (MFC) position steady in Q2 2026 at 555 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #264.

Smallwood Wealth Investment Management first reported a position in MFC in Q1 2025 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Smallwood Wealth Investment Management held 555 shares of Manulife Financial worth $22.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #264 holding.
  • Smallwood Wealth Investment Management first reported a position in Manulife Financial in Q1 2025 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.