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	$2.07M	Buy	+60,000	New	+$2.16M	﹤0.01%	1652
2025 Q3	–	Sell	-160,000	Closed	-$5.12M	–	3710
2025 Q2	$5.12M	Sell	160,000 -140,000	-47%	-$4.31M	﹤0.01%	1231
2025 Q1	$9.35M	Sell	300,000 -200,000	-40%	-$6.04M	﹤0.01%	960
2024 Q4	$15.3M	Sell	500,000 -110,000	-18%	-$3.41M	0.01%	842
2024 Q3	$18M	Buy	610,000 +310,000	+103%	+$8.33M	0.01%	824
2024 Q2	$7.95M	Sell	300,000 -100,000	-25%	-$2.5M	﹤0.01%	1099
2024 Q1	$9.89M	Sell	400,000 -2,425,000	-86%	-$55.7M	﹤0.01%	982
2023 Q4	$62.5M	Sell	2,825,000 -50,000	-2%	-$960K	0.02%	407
2023 Q3	$55.5M	Buy	2,875,000 +350,000	+14%	+$6.62M	0.02%	387
2023 Q2	$48.8M	Buy	2,525,000 +1,375,000	+120%	+$26.3M	0.02%	419
2023 Q1	$21.1M	Hold	1,150,000	–	–	0.01%	669
2022 Q4	$20.5M	Sell	1,150,000 -120,000	-9%	-$2.05M	0.01%	683
2022 Q3	$20.1K	Buy	1,270,000 +80,000	+7%	+$1.4M	0.01%	686
2022 Q2	$26.6K	Buy	1,190,000 +40,000	+3%	+$756K	0.01%	646
2022 Q1	$24.7M	Sell	1,150,000 -400,000	-26%	-$8.2M	0.01%	724
2021 Q4	$29.9M	Buy	1,550,000 +1,370,000	+761%	+$26.5M	0.02%	600
2021 Q3	$3.52M	Sell	180,000 -15,000	-8%	-$292K	﹤0.01%	1799
2021 Q2	$3.82M	Hold	195,000	–	–	﹤0.01%	1731
2021 Q1	$4.2M	Buy	+195,000	New	+$3.88M	﹤0.01%	1433
2020 Q3	–	Sell	-650,000	Closed	-$8.58M	–	4866
2020 Q2	$8.58M	Sell	650,000 -45,000	-6%	-$566K	0.01%	914
2020 Q1	$8.04M	Buy	+695,000	New	+$12.1M	0.01%	778
2019 Q4	–	Sell	-1,150,000	Closed	-$21.1M	–	4944
2019 Q3	$21.1M	Buy	+1,150,000	New	+$20.3M	0.02%	613
2019 Q1	–	Sell	-60,000	Closed	-$851K	–	4574
2018 Q4	$851K	Sell	60,000 -27,500	-31%	-$436K	﹤0.01%	1958
2018 Q3	$1.56M	Buy	87,500 +83,300	+1,983%	+$1.51M	﹤0.01%	1799
2018 Q2	$75K	Sell	4,200 -6,000	-59%	-$113K	﹤0.01%	3258
2018 Q1	$190K	Sell	10,200 -54,800	-84%	-$1.1M	﹤0.01%	2659
2017 Q4	$1.36M	Sell	65,000 -35,000	-35%	-$727K	﹤0.01%	1807
2017 Q3	$2.03M	Buy	100,000 +40,000	+67%	+$795K	﹤0.01%	1607
2017 Q2	$1.13M	Sell	60,000 -80,000	-57%	-$1.41M	﹤0.01%	1920
2017 Q1	$2.48M	Sell	140,000 -360,000	-72%	-$6.63M	﹤0.01%	1410
2016 Q4	$8.72M	Buy	+500,000	New	+$8.14M	0.01%	853
2016 Q3	–	Sell	-275,000	Closed	-$3.76M	–	4127
2016 Q2	$3.76M	Buy	+275,000	New	+$3.92M	﹤0.01%	1210
2016 Q1	–	Sell	-25,000	Closed	-$375K	–	4320
2015 Q4	$375K	Buy	25,000 +17,000	+213%	+$274K	﹤0.01%	2101
2015 Q3	$124K	Buy	+8,000	New	+$134K	﹤0.01%	2508
2015 Q1	–	Sell	-58,900	Closed	-$1.12M	–	4118
2014 Q4	$1.12M	Buy	58,900 +43,200	+275%	+$818K	﹤0.01%	1655
2014 Q3	$302K	Buy	+15,700	New	+$316K	﹤0.01%	2339
2014 Q2	–	Sell	-50,000	Closed	-$966K	–	4766
2014 Q1	$966K	Buy	+50,000	New	+$956K	﹤0.01%	1681
2013 Q4	–	Sell	-230,000	Closed	-$3.81M	–	3843
2013 Q3	$3.81M	Buy	+230,000	New	+$3.93M	0.01%	880

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 $140B AUM 46.34% 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.