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Valued Wealth Advisors’s Manulife Financial MFC Stock Holding History

Valued 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 		$42.1K Hold
1,040
– – 0.02% 122
2026
Q1 		$35.8K Hold
1,040
– – 0.01% 129
2025
Q4 		$37.7K Hold
1,040
– – 0.02% 109
2025
Q3 		$32.4K Hold
1,040
– – 0.02% 114
2025
Q2 		$33.2K Hold
1,040
– – 0.02% 115
2025
Q1 		$32.4K Hold
1,040
– – 0.02% 119
2024
Q4 		$31.9K Hold
1,040
– – 0.02% 116
2024
Q3 		$30.7K Hold
1,040
– – 0.02% 109
2024
Q2 		$27.7K Hold
1,040
– – 0.02% 104
2024
Q1 		$26K Hold
1,040
– – 0.02% 105
2023
Q4 		$19K Buy
+1,040
New +$20K 0.02% 86

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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 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

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

Valued Wealth Advisors held its Manulife Financial (MFC) position steady in Q2 2026 at 1,040 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #122.

Valued Wealth Advisors first reported a position in MFC in Q4 2023 and has held it in 11 quarters since. 203 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Valued Wealth Advisors held 1,040 shares of Manulife Financial worth $42.1K as of Q2 2026.
  • Valued Wealth Advisors left its Manulife Financial share count unchanged in Q2 2026.
  • Manulife Financial made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Valued Wealth Advisors first reported a position in Manulife Financial in Q4 2023 and has held it in 11 quarters since.
  • 203 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

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