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SOA Wealth Advisors’s Manulife Financial MFC Stock Holding History

SOA Wealth Advisors’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 		$13.6K Hold
336
– – ﹤0.01% 564
2026
Q1 		$11.6K Hold
336
– – ﹤0.01% 572
2025
Q4 		$12.2K Hold
336
– – ﹤0.01% 571
2025
Q3 		$10.5K Buy
+336
New +$10.4K ﹤0.01% 603

Other funds holding MFC

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SOA Wealth Advisors's MFC Position: Q2 2026 in Review

SOA Wealth Advisors held its Manulife Financial (MFC) position steady in Q2 2026 at 336 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

SOA Wealth Advisors first reported a position in MFC in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • SOA Wealth Advisors held 336 shares of Manulife Financial worth $13.6K as of Q2 2026.
  • SOA Wealth Advisors left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #564 holding.
  • SOA Wealth Advisors first reported a position in Manulife Financial in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.