Beacon Pointe Advisors’s Manulife Financial MFC Stock Holding History

Beacon Pointe Advisors’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	$704K	Buy	20,441 +12,179	+147%	+$438K	﹤0.01%	1143
2025 Q4	$300K	Sell	8,262 -642	-7%	-$21.8K	﹤0.01%	1261
2025 Q3	$277K	Buy	8,904 +906	+11%	+$27.9K	﹤0.01%	1209
2025 Q2	$256K	Buy	7,998 +13	+0.2%	+$401	﹤0.01%	1104
2025 Q1	$249K	Buy	7,985 +950	+14%	+$28.7K	﹤0.01%	1085
2024 Q4	$216K	Buy	+7,035	New	+$218K	﹤0.01%	1123
2024 Q3	–	Sell	-7,857	Closed	-$209K	–	1276
2024 Q2	$209K	Sell	7,857 -1,214	-13%	-$30.4K	﹤0.01%	1181
2024 Q1	$227K	Sell	9,071 -1,734	-16%	-$39.8K	﹤0.01%	1217
2023 Q4	$239K	Buy	10,805 +193	+2%	+$3.71K	﹤0.01%	1151
2023 Q3	$194K	Buy	+10,612	New	+$201K	﹤0.01%	1241

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

Beacon Pointe Advisors's MFC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Manulife Financial (MFC) stake by 147% in Q1 2026, buying an estimated $438K and bringing the position to 20,441 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Beacon Pointe Advisors first reported a position in MFC in Q3 2023 and has held it in 10 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Beacon Pointe Advisors held 20,441 shares of Manulife Financial worth $704K as of Q1 2026.
Beacon Pointe Advisors bought 12,179 Manulife Financial shares in Q1 2026, an estimated $438K.
Manulife Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1143 holding.
Beacon Pointe Advisors first reported a position in Manulife Financial in Q3 2023 and has held it in 10 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.