James T. Borello RIA’s Manulife Financial MFC Stock Holding History

James T. Borello RIA’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 Q3	$35K	Hold	821	–	–	0.01%	300
2026 Q2	$33.3K	Hold	821	–	–	0.01%	302
2026 Q1	$28.3K	Hold	821	–	–	0.01%	302
2025 Q4	$29.8K	Hold	821	–	–	0.01%	224
2025 Q3	$25.6K	Hold	821	–	–	0.01%	210
2025 Q2	$26.2K	Hold	821	–	–	0.01%	173
2025 Q1	$25.6K	Hold	821	–	–	0.01%	145
2024 Q4	$25.2K	Hold	821	–	–	0.01%	128
2024 Q3	$24.3K	Hold	821	–	–	0.01%	118
2024 Q2	$21.9K	Hold	821	–	–	0.01%	112
2024 Q1	$20.5K	Hold	821	–	–	0.01%	111
2023 Q4	$18.1K	Buy	+821	New	+$15.8K	0.01%	91

Other funds holding MFC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

James T. Borello RIA's MFC Position: Q3 2026 in Review

James T. Borello RIA held its Manulife Financial (MFC) position steady in Q3 2026 at 821 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #300.

James T. Borello RIA first reported a position in MFC in Q4 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

James T. Borello RIA held 821 shares of Manulife Financial worth $35K as of Q3 2026.
James T. Borello RIA left its Manulife Financial share count unchanged in Q3 2026.
Manulife Financial made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #300 holding.
James T. Borello RIA first reported a position in Manulife Financial in Q4 2023 and has held it in 12 quarters since.
150 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.