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Waverly Advisors’s Manulife Financial MFC Stock Holding History

Waverly 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 		$3.77M Sell
93,071
-427
-0.5% -$16.5K 0.02% 522
2026
Q1 		$3.22M Buy
93,498
+409
+0.4% +$14.7K 0.02% 526
2025
Q4 		$3.38M Buy
93,089
+79,131
+567% +$2.69M 0.03% 465
2025
Q3 		$435K Buy
13,958
+122
+0.9% +$3.76K ﹤0.01% 902
2025
Q2 		$442K Sell
13,836
-115
-0.8% -$3.54K ﹤0.01% 836
2025
Q1 		$435K Buy
13,951
+649
+5% +$19.6K 0.01% 815
2024
Q4 		$409K Buy
+13,302
New +$412K 0.01% 731
2014
Q4 		– Sell
-1,188
Closed -$23K – 570
2014
Q3 		$23K Hold
1,188
– – 0.01% 319
2014
Q2 		$24K Hold
1,188
– – 0.01% 304
2014
Q1 		$23K Hold
1,188
– – 0.01% 299
2013
Q4 		$23K Buy
+1,188
New +$21.7K 0.01% 437

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

Waverly Advisors's MFC Position: Q2 2026 in Review

Waverly Advisors reduced its Manulife Financial (MFC) stake by 0.46% in Q2 2026, selling an estimated $16.5K and leaving 93,071 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #522.

Waverly Advisors first reported a position in MFC in Q4 2013 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Waverly Advisors held 93,071 shares of Manulife Financial worth $3.77M as of Q2 2026.
  • Waverly Advisors sold 427 Manulife Financial shares in Q2 2026, an estimated $16.5K.
  • Manulife Financial made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #522 holding.
  • Waverly Advisors first reported a position in Manulife Financial in Q4 2013 and has held it in 11 quarters since.
  • 816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.