Valeo Financial Advisors’s Manulife Financial MFC Stock Holding History

Valeo 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	$343K	Buy	+8,476	New	+$328K	0.01%	573
2021 Q2	–	Sell	-86	Closed	-$2K	–	1274
2021 Q1	$2K	Hold	86	–	–	﹤0.01%	1807
2020 Q4	$2K	Hold	86	–	–	﹤0.01%	1527
2020 Q3	$1K	Sell	86 -492	-85%	-$7.04K	﹤0.01%	1495
2020 Q2	$8K	Buy	578 +35	+6%	+$441	﹤0.01%	1363
2020 Q1	$7K	Hold	543	–	–	﹤0.01%	1213
2019 Q4	$11K	Buy	543 +55	+11%	+$1.05K	﹤0.01%	1088
2019 Q3	$9K	Hold	488	–	–	﹤0.01%	1056
2019 Q2	$9K	Hold	488	–	–	﹤0.01%	1055
2019 Q1	$8K	Buy	488 +34	+7%	+$553	﹤0.01%	1031
2018 Q4	$6K	Hold	454	–	–	﹤0.01%	1023
2018 Q3	$7K	Hold	454	–	–	﹤0.01%	1085
2018 Q2	$8K	Hold	454	–	–	﹤0.01%	1016
2018 Q1	$8K	Buy	454 +34	+8%	+$680	﹤0.01%	996
2017 Q4	$9K	Buy	420 +32	+8%	+$665	﹤0.01%	861
2017 Q3	$8K	Buy	+388	New	+$7.71K	﹤0.01%	756

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

Valeo Financial Advisors's MFC Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Manulife Financial (MFC) in Q2 2026: 8,476 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in MFC as recently as Q1 2021.

Valeo Financial Advisors first reported a position in MFC in Q3 2017 and has held it in 16 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Valeo Financial Advisors held 8,476 shares of Manulife Financial worth $343K as of Q2 2026.
Manulife Financial was a new Valeo Financial Advisors position in Q2 2026.
Manulife Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #573 holding.
Valeo Financial Advisors first reported a position in Manulife Financial in Q3 2017 and has held it in 16 quarters since.
812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.