Bank of Montreal’s Manulife Financial MFC Stock Holding History

Bank of Montreal’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	$22M	Sell	639,700 -135,300	-17%	-$4.87M	0.01%	806
2025 Q4	$28.1M	Buy	775,000 +200,000	+35%	+$6.79M	0.01%	741
2025 Q3	$17.9M	Buy	575,000 +500,000	+667%	+$15.4M	0.01%	823
2025 Q2	$2.4M	Sell	75,000 -225,000	-75%	-$6.93M	﹤0.01%	1503
2025 Q1	$9.35M	Hold	300,000	–	–	﹤0.01%	959
2024 Q4	$9.2M	Sell	300,000 -39,000	-12%	-$1.21M	﹤0.01%	1021
2024 Q3	$10M	Sell	339,000 -619,600	-65%	-$16.6M	﹤0.01%	1040
2024 Q2	$25.4M	Sell	958,600 -8,200	-0.8%	-$205K	0.01%	686
2024 Q1	$23.9M	Hold	966,800	–	–	0.01%	678
2023 Q4	$21.4M	Sell	966,800 -777,600	-45%	-$14.9M	0.01%	755
2023 Q3	$33.7M	Buy	1,744,400 +60,900	+4%	+$1.15M	0.01%	544
2023 Q2	$32.5M	Buy	1,683,500 +1,283,500	+321%	+$24.5M	0.01%	548
2023 Q1	$7.34M	Sell	400,000 -1,249,300	-76%	-$23.8M	﹤0.01%	1054
2022 Q4	$29.5M	Buy	1,649,300 +66,600	+4%	+$1.14M	0.01%	566
2022 Q3	$25.1K	Sell	1,582,700 -201,800	-11%	-$3.54M	0.01%	603
2022 Q2	$39.9K	Buy	1,784,500 +814,500	+84%	+$15.4M	0.02%	497
2022 Q1	$20.9M	Buy	+970,000	New	+$19.9M	0.01%	804
2021 Q4	–	Sell	-960,000	Closed	-$18.8M	–	3719
2021 Q3	$18.8M	Buy	960,000 +497,400	+108%	+$9.67M	0.01%	961
2021 Q2	$9.06M	Sell	462,600 -1,021,800	-69%	-$21.4M	﹤0.01%	1318
2021 Q1	$32M	Sell	1,484,400 -218,400	-13%	-$4.35M	0.02%	539
2020 Q4	$31.9M	Sell	1,702,800 -768,000	-31%	-$12.3M	0.02%	543
2020 Q3	$35.6M	Sell	2,470,800 -226,200	-8%	-$3.24M	0.03%	415
2020 Q2	$35.6M	Sell	2,697,000 -315,500	-10%	-$3.97M	0.03%	415
2020 Q1	$34.9M	Buy	+3,012,500	New	+$52.3M	0.04%	353
2019 Q4	–	Sell	-892,000	Closed	-$16.4M	–	4943
2019 Q3	$16.4M	Buy	892,000 +392,000	+78%	+$6.92M	0.01%	690
2019 Q2	$9.09M	Sell	500,000 -900,000	-64%	-$16M	0.01%	938
2019 Q1	$23.7M	Buy	1,400,000 +780,600	+126%	+$12.7M	0.02%	550
2018 Q4	$8.79M	Sell	619,400 -7,500	-1%	-$119K	0.01%	833
2018 Q3	$11.2M	Sell	626,900 -33,100	-5%	-$602K	0.01%	855
2018 Q2	$11.9M	Buy	660,000 +35,970	+6%	+$678K	0.01%	817
2018 Q1	$11.6M	Sell	624,030 -895,970	-59%	-$17.9M	0.01%	803
2017 Q4	$31.7M	Buy	1,520,000 +732,700	+93%	+$15.2M	0.03%	472
2017 Q3	$16M	Buy	787,300 +435,300	+124%	+$8.65M	0.01%	668
2017 Q2	$6.6M	Sell	352,000 -107,200	-23%	-$1.89M	0.01%	1034
2017 Q1	$8.15M	Sell	459,200 -3,233,700	-88%	-$59.6M	0.01%	884
2016 Q4	$64.4M	Buy	3,692,900 +3,062,900	+486%	+$49.9M	0.07%	245
2016 Q3	$8.89M	Sell	630,000 -720,000	-53%	-$9.79M	0.01%	863
2016 Q2	$18.5M	Buy	1,350,000 +596,100	+79%	+$8.49M	0.02%	568
2016 Q1	$10.7M	Buy	753,900 +353,900	+88%	+$4.74M	0.01%	720
2015 Q4	$5.99M	Buy	400,000 +350,000	+700%	+$5.65M	0.01%	932
2015 Q3	$774K	Sell	50,000 -649,800	-93%	-$10.9M	﹤0.01%	1663
2015 Q2	$13M	Buy	699,800 +549,800	+367%	+$10.2M	0.02%	693
2015 Q1	$2.55M	Sell	150,000 -446,700	-75%	-$7.69M	﹤0.01%	1267
2014 Q4	$11.4M	Sell	596,700 -677,300	-53%	-$12.8M	0.01%	724
2014 Q3	$24.5M	Sell	1,274,000 -426,000	-25%	-$8.57M	0.03%	431
2014 Q2	$33.8M	Buy	1,700,000 +1,300,000	+325%	+$24.6M	0.04%	334
2014 Q1	$7.72M	Buy	400,000 +270,000	+208%	+$5.16M	0.01%	765
2013 Q4	$2.56M	Sell	130,000 -681,100	-84%	-$12.5M	﹤0.01%	1082
2013 Q3	$13.4M	Buy	811,100 +361,100	+80%	+$6.17M	0.02%	433
2013 Q2	$7.21M	Buy	+450,000	New	+$6.82M	0.01%	607

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal's MFC Position: Q1 2026 in Review

Bank of Montreal increased its Manulife Financial (MFC) stake by 0.82% in Q1 2026, buying an estimated $16.8M and bringing the position to 57,296,687 shares worth $1.97B. The position accounts for 0.74% of the portfolio, ranked #27.

Bank of Montreal first reported a position in MFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.06B in Q4 2025. 771 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Bank of Montreal held 57,296,687 shares of Manulife Financial worth $1.97B as of Q1 2026.
Bank of Montreal bought 467,579 Manulife Financial shares in Q1 2026, an estimated $16.8M.
Manulife Financial made up 0.74% of Bank of Montreal's portfolio in Q1 2026, its #27 holding.
Bank of Montreal first reported a position in Manulife Financial in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Manulife Financial position peaked at $2.06B in Q4 2025.
771 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.