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AE Wealth Management’s Manulife Financial MFC Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-8,306
Closed -$301K – 2661
2025
Q4 		$301K Buy
8,306
+1,286
+18% +$43.6K ﹤0.01% 1309
2025
Q3 		$219K Sell
7,020
-1,288
-16% -$39.7K ﹤0.01% 1351
2025
Q2 		$266K Buy
8,308
+1,472
+22% +$45.4K ﹤0.01% 1164
2025
Q1 		$213K Buy
+6,836
New +$207K ﹤0.01% 1253
2024
Q1 		– Sell
-28,769
Closed -$629K – 1657
2023
Q4 		$629K Sell
28,769
-789
-3% -$15.2K ﹤0.01% 1324
2023
Q3 		$540K Buy
29,558
+2,635
+10% +$49.8K ﹤0.01% 1338
2023
Q2 		$509K Sell
26,923
-8,912
-25% -$170K ﹤0.01% 1387
2023
Q1 		$658K Sell
35,835
-9,722
-21% -$185K ﹤0.01% 1223
2022
Q4 		$813K Buy
45,557
+3,140
+7% +$53.5K 0.01% 1069
2022
Q3 		$665K Sell
42,417
-24,985
-37% -$438K 0.01% 1105
2022
Q2 		$1.17M Buy
67,402
+29,618
+78% +$560K 0.01% 837
2022
Q1 		$807K Buy
37,784
+7,912
+26% +$162K 0.01% 999
2021
Q4 		$570K Buy
29,872
+12,011
+67% +$233K ﹤0.01% 1203
2021
Q3 		$344K Buy
17,861
+6,841
+62% +$133K ﹤0.01% 1308
2021
Q2 		$217K Buy
11,020
+301
+3% +$6.3K ﹤0.01% 1472
2021
Q1 		$230K Buy
10,719
+692
+7% +$13.8K ﹤0.01% 1356
2020
Q4 		$179K Buy
+10,027
New +$160K ﹤0.01% 1284
2020
Q3 		– Sell
-11,171
Closed -$152K – 1334
2020
Q2 		$152K Buy
+11,171
New +$141K ﹤0.01% 1172
2020
Q1 		– Sell
-19,431
Closed -$394K – 1222
2019
Q4 		$394K Buy
+19,431
New +$371K 0.01% 810

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

AE Wealth Management's MFC Position: Q1 2026 in Review

AE Wealth Management sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 8,306 shares — an estimated $301K sold.

AE Wealth Management first reported a position in MFC in Q4 2019 and held it in 19 quarters. The position peaked at $1.17M in Q2 2022. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • AE Wealth Management reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 8,306 Manulife Financial shares in Q1 2026, an estimated $301K.
  • AE Wealth Management first reported a position in Manulife Financial in Q4 2019 and held it in 19 quarters.
  • AE Wealth Management's Manulife Financial position peaked at $1.17M in Q2 2022.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.