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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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. 224 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.
  • 224 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.