Summitry LLC’s Manulife Financial MFC Stock Holding History

Summitry LLC’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	$924K	Buy	22,804 +4,154	+22%	+$161K	0.03%	101
2026 Q1	$642K	Buy	18,650 +769	+4%	+$27.7K	0.02%	113
2025 Q4	$649K	Buy	17,881 +1,950	+12%	+$66.2K	0.03%	96
2025 Q3	$496K	Sell	15,931 -5,803	-27%	-$179K	0.02%	103
2025 Q2	$695K	Buy	21,734 +3,590	+20%	+$111K	0.03%	73
2025 Q1	$565K	Buy	18,144 +1,275	+8%	+$38.5K	0.03%	73
2024 Q4	$518K	Buy	16,869 +816	+5%	+$25.3K	0.03%	71
2024 Q3	$474K	Buy	16,053 +628	+4%	+$16.9K	0.02%	81
2024 Q2	$411K	Buy	15,425 +2,144	+16%	+$53.6K	0.02%	73
2024 Q1	$332K	Buy	+13,281	New	+$305K	0.02%	82

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summitry LLC's MFC Position: Q2 2026 in Review

Summitry LLC increased its Manulife Financial (MFC) stake by 22% in Q2 2026, buying an estimated $161K and bringing the position to 22,804 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #101.

Summitry LLC first reported a position in MFC in Q1 2024 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Summitry LLC held 22,804 shares of Manulife Financial worth $924K as of Q2 2026.
Summitry LLC bought 4,154 Manulife Financial shares in Q2 2026, an estimated $161K.
Manulife Financial made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #101 holding.
Summitry LLC first reported a position in Manulife Financial in Q1 2024 and has held it in 10 quarters since.
809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.