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United Capital Financial Advisors’s Manulife Financial MFC Stock Holding History

United Capital Financial 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 		$479K Buy
11,835
+1,509
+15% +$58.4K ﹤0.01% 1145
2026
Q1 		$356K Buy
10,326
+15
+0.1% +$540 ﹤0.01% 1247
2025
Q4 		$374K Buy
10,311
+883
+9% +$30K ﹤0.01% 1088
2025
Q3 		$294K Buy
9,428
+93
+1% +$2.87K ﹤0.01% 1024
2025
Q2 		$298K Sell
9,335
-380
-4% -$11.7K ﹤0.01% 927
2025
Q1 		$303K Buy
9,715
+34
+0.4% +$1.03K ﹤0.01% 885
2024
Q4 		$297K Buy
9,681
+90
+0.9% +$2.79K ﹤0.01% 883
2024
Q3 		$283K Sell
9,591
-105
-1% -$2.82K ﹤0.01% 897
2024
Q2 		$258K Sell
9,696
-15
-0.2% -$375 ﹤0.01% 901
2024
Q1 		$243K Buy
+9,711
New +$223K ﹤0.01% 952
2020
Q1 		– Sell
-21,739
Closed -$441K – 1302
2019
Q4 		$441K Buy
+21,739
New +$415K ﹤0.01% 1033
2019
Q3 		– Sell
-31,476
Closed -$572K – 1416
2019
Q2 		$572K Buy
31,476
+6,838
+28% +$122K ﹤0.01% 1002
2019
Q1 		$417K Buy
24,638
+184
+0.8% +$2.99K ﹤0.01% 1034
2018
Q4 		$342K Buy
24,454
+6,730
+38% +$107K ﹤0.01% 1027
2018
Q3 		$317K Sell
17,724
-211
-1% -$3.83K ﹤0.01% 1084
2018
Q2 		$322K Sell
17,935
-1,750
-9% -$33K ﹤0.01% 1061
2018
Q1 		$366K Buy
19,685
+2,420
+14% +$48.4K ﹤0.01% 1030
2017
Q4 		$360K Buy
17,265
+1,129
+7% +$23.5K ﹤0.01% 1054
2017
Q3 		$327K Sell
16,136
-4,527
-22% -$90K ﹤0.01% 1085
2017
Q2 		$502K Sell
20,663
-3,235
-14% -$57K ﹤0.01% 921
2017
Q1 		$424K Buy
23,898
+2,500
+12% +$46.1K ﹤0.01% 950
2016
Q4 		$381K Sell
21,398
-3,282
-13% -$53.5K ﹤0.01% 991
2016
Q3 		$348K Buy
24,680
+2,215
+10% +$30.1K ﹤0.01% 1035
2016
Q2 		$315K Sell
22,465
-10,645
-32% -$152K ﹤0.01% 1023
2016
Q1 		$468K Sell
33,110
-23,318
-41% -$312K 0.01% 897
2015
Q4 		$845K Sell
56,428
-1,966
-3% -$31.7K 0.01% 736
2015
Q3 		$904K Sell
58,394
-4,808
-8% -$80.6K 0.01% 718
2015
Q2 		$1.18M Sell
63,202
-68,425
-52% -$1.27M 0.01% 696
2015
Q1 		$2.4M Sell
131,627
-9,395
-7% -$162K 0.03% 516
2014
Q4 		$2.69M Buy
141,022
+70,058
+99% +$1.33M 0.04% 393
2014
Q3 		$1.37M Sell
70,964
-1,834
-3% -$36.9K 0.02% 530
2014
Q2 		$1.45M Sell
72,798
-2,171
-3% -$41K 0.03% 478
2014
Q1 		$1.45M Buy
74,969
+56,449
+305% +$1.08M 0.03% 413
2013
Q4 		$365K Sell
18,520
-53,314
-74% -$975K 0.01% 488
2013
Q3 		$1.19M Sell
71,834
-6,511
-8% -$111K 0.04% 320
2013
Q2 		$1.25M Buy
+78,345
New +$1.19M 0.03% 375

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

United Capital Financial Advisors's MFC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Manulife Financial (MFC) stake by 15% in Q2 2026, buying an estimated $58.4K and bringing the position to 11,835 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

United Capital Financial Advisors first reported a position in MFC in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.69M in Q4 2014. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • United Capital Financial Advisors held 11,835 shares of Manulife Financial worth $479K as of Q2 2026.
  • United Capital Financial Advisors bought 1,509 Manulife Financial shares in Q2 2026, an estimated $58.4K.
  • Manulife Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1145 holding.
  • United Capital Financial Advisors first reported a position in Manulife Financial in Q2 2013 and has held it in 36 quarters since.
  • United Capital Financial Advisors's Manulife Financial position peaked at $2.69M in Q4 2014.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.