Barrett & Company’s Manulife Financial MFC Stock Holding History

Barrett & Company’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	$52.9K	Hold	1,535	–	–	0.02%	280
2025 Q4	$55.7K	Hold	1,535	–	–	0.02%	280
2025 Q3	$47.8K	Hold	1,535	–	–	0.02%	305
2025 Q2	$49.1K	Hold	1,535	–	–	0.02%	296
2025 Q1	$47.8K	Hold	1,535	–	–	0.02%	277
2024 Q4	$47.1K	Hold	1,535	–	–	0.02%	279
2024 Q3	$45.4K	Hold	1,535	–	–	0.02%	279
2024 Q2	$40.9K	Hold	1,535	–	–	0.02%	296
2024 Q1	$38.4K	Hold	1,535	–	–	0.02%	306
2023 Q4	$33.9K	Hold	1,535	–	–	0.02%	289
2023 Q3	$28.1K	Buy	1,535 +529	+53%	+$10K	0.02%	305
2023 Q2	$19K	Hold	1,006	–	–	0.01%	353
2023 Q1	$18.5K	Hold	1,006	–	–	0.01%	332
2022 Q4	$17.9K	Hold	1,006	–	–	0.01%	330
2022 Q3	$17.9K	Buy	+1,006	New	+$17.6K	0.01%	330

Other funds holding MFC

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

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 Toronto, Ontario, Canada $123B AUM 34.51% 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 $33.7B AUM 35.49% 1-Year Est. Return

Barrett & Company's MFC Position: Q1 2026 in Review

Barrett & Company held its Manulife Financial (MFC) position steady in Q1 2026 at 1,535 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #280.

Barrett & Company first reported a position in MFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $55.7K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Barrett & Company held 1,535 shares of Manulife Financial worth $52.9K as of Q1 2026.
Barrett & Company left its Manulife Financial share count unchanged in Q1 2026.
Manulife Financial made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #280 holding.
Barrett & Company first reported a position in Manulife Financial in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Manulife Financial position peaked at $55.7K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.