Wealth Enhancement Advisory Services
MFC icon

Wealth Enhancement Advisory Services’s Manulife Financial MFC Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.6M Buy
87,093
+10,025
+13% +$388K 0.01% 1210
2026
Q1 		$2.69M Sell
77,068
-21,800
-22% -$785K 0.01% 1234
2025
Q4 		$3.7M Buy
98,868
+8,939
+10% +$303K 0.01% 1175
2025
Q3 		$2.89M Sell
89,929
-1,876
-2% -$57.8K ﹤0.01% 1240
2025
Q2 		$2.93M Buy
91,805
+5,397
+6% +$166K ﹤0.01% 1165
2025
Q1 		$2.69M Sell
86,408
-10,815
-11% -$327K 0.01% 1097
2024
Q4 		$2.99M Buy
97,223
+3,419
+4% +$106K 0.01% 999
2024
Q3 		$2.77M Sell
93,804
-3,251
-3% -$87.3K 0.01% 929
2024
Q2 		$2.58M Sell
97,055
-872
-0.9% -$21.8K 0.01% 891
2024
Q1 		$2.45M Sell
97,927
-15,074
-13% -$346K 0.01% 876
2023
Q4 		$2.5M Sell
113,001
-31,578
-22% -$606K 0.01% 831
2023
Q3 		$2.64M Buy
+144,579
New +$2.73M 0.01% 764

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's MFC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Manulife Financial (MFC) stake by 13% in Q2 2026, buying an estimated $388K and bringing the position to 87,093 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #1210.

Wealth Enhancement Advisory Services first reported a position in MFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.7M in Q4 2025. 150 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 87,093 shares of Manulife Financial worth $3.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,025 Manulife Financial shares in Q2 2026, an estimated $388K.
  • Manulife Financial made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1210 holding.
  • Wealth Enhancement Advisory Services first reported a position in Manulife Financial in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Manulife Financial position peaked at $3.7M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.