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 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 $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 $38B AUM 39.14% 1-Year Est. Return

Caldwell Investment Management's MFC Position: Q1 2026 in Review

Caldwell Investment Management sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 105,000 shares — an estimated $3.83M sold.

Caldwell Investment Management first reported a position in MFC in Q1 2024 and held it in 6 quarters. The position peaked at $5.71M in Q2 2024. 769 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Caldwell Investment Management reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
Caldwell Investment Management sold 105,000 Manulife Financial shares in Q1 2026, an estimated $3.83M.
Caldwell Investment Management first reported a position in Manulife Financial in Q1 2024 and held it in 6 quarters.
Caldwell Investment Management's Manulife Financial position peaked at $5.71M in Q2 2024.
769 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.