Caldwell Investment Management’s Manulife Financial MFC Stock Holding History

Caldwell Investment 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 Q2	$9.88M	Buy	+244,000	New	+$9.44M	6.49%	7
2026 Q1	–	Sell	-105,000	Closed	-$3.83M	–	62
2025 Q4	$3.83M	Buy	+105,000	New	+$3.56M	2.36%	8
2025 Q2	–	Sell	-77,200	Closed	-$2.37M	–	30
2025 Q1	$2.37M	Sell	77,200 -103,800	-57%	-$3.14M	1.75%	11
2024 Q4	$5.53M	Hold	181,000	–	–	3.73%	6
2024 Q3	$5.34M	Sell	181,000 -33,800	-16%	-$908K	3.75%	8
2024 Q2	$5.71M	Buy	214,800 +58,100	+37%	+$1.45M	4.3%	7
2024 Q1	$3.91M	Buy	+156,700	New	+$3.6M	2.91%	9

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

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

Caldwell Investment Management's MFC Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Manulife Financial (MFC) in Q2 2026: 244,000 shares worth $9.88M. The stake represents 6.49% of the portfolio and ranks #7 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in MFC as recently as Q4 2025.

Caldwell Investment Management first reported a position in MFC in Q1 2024 and has held it in 7 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Caldwell Investment Management held 244,000 shares of Manulife Financial worth $9.88M as of Q2 2026.
Manulife Financial was a new Caldwell Investment Management position in Q2 2026.
Manulife Financial made up 6.49% of Caldwell Investment Management's portfolio in Q2 2026, its #7 holding.
Caldwell Investment Management first reported a position in Manulife Financial in Q1 2024 and has held it in 7 quarters since.
812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.