UFPG
MFC icon

United Financial Planning Group’s Manulife Financial MFC Stock Holding History

United Financial Planning Group’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 		$12.1K Buy
+299
New +$11.6K 0.01% 229
2026
Q1 		– Sell
-299
Closed -$10.8K – 550
2025
Q4 		$10.8K Hold
299
– – 0.01% 195
2025
Q3 		$9.31K Buy
+299
New +$9.22K 0.01% 157

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 Financial Planning Group's MFC Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Manulife Financial (MFC) in Q2 2026: 299 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in MFC as recently as Q4 2025.

United Financial Planning Group first reported a position in MFC in Q3 2025 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • United Financial Planning Group held 299 shares of Manulife Financial worth $12.1K as of Q2 2026.
  • Manulife Financial was a new United Financial Planning Group position in Q2 2026.
  • Manulife Financial made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #229 holding.
  • United Financial Planning Group first reported a position in Manulife Financial in Q3 2025 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.