Blue Bell Private Wealth Management’s Manulife Financial MFC Stock Holding History

Blue Bell Private 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	$25.7K	Hold	746	–	–	﹤0.01%	486
2025 Q4	$27.1K	Hold	746	–	–	﹤0.01%	461
2025 Q3	$23.2K	Hold	746	–	–	﹤0.01%	466
2025 Q2	$23.8K	Buy	746 +100	+15%	+$3.08K	﹤0.01%	453
2025 Q1	$20.1K	Hold	646	–	–	﹤0.01%	460
2024 Q4	$19.8K	Buy	646 +1	+0.2%	+$31	﹤0.01%	448
2024 Q3	$19.1K	Hold	645	–	–	﹤0.01%	469
2024 Q2	$17.2K	Hold	645	–	–	﹤0.01%	474
2024 Q1	$16.1K	Hold	645	–	–	﹤0.01%	478
2023 Q4	$14.3K	Buy	645 +57	+10%	+$1.09K	﹤0.01%	457
2023 Q3	$10.7K	Buy	588 +236	+67%	+$4.46K	﹤0.01%	416
2023 Q2	$6.66K	Hold	352	–	–	﹤0.01%	465
2023 Q1	$6.46K	Hold	352	–	–	﹤0.01%	431
2022 Q4	$6.28K	Hold	352	–	–	﹤0.01%	431
2022 Q3	$6K	Hold	352	–	–	﹤0.01%	444
2022 Q2	$6K	Hold	352	–	–	﹤0.01%	477
2022 Q1	$8K	Hold	352	–	–	﹤0.01%	467
2021 Q4	$7K	Buy	+352	New	+$6.81K	﹤0.01%	473

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

Blue Bell Private Wealth Management's MFC Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Manulife Financial (MFC) position steady in Q1 2026 at 746 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Blue Bell Private Wealth Management first reported a position in MFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.1K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Blue Bell Private Wealth Management held 746 shares of Manulife Financial worth $25.7K as of Q1 2026.
Blue Bell Private Wealth Management left its Manulife Financial share count unchanged in Q1 2026.
Manulife Financial made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #486 holding.
Blue Bell Private Wealth Management first reported a position in Manulife Financial in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Manulife Financial position peaked at $27.1K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.