Caldwell Sutter Capital’s Manulife Financial MFC Stock Holding History

Caldwell Sutter Capital’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	$65.2K	Hold	1,894	–	–	0.03%	347
2025 Q4	$68.7K	Hold	1,894	–	–	0.03%	321
2025 Q3	$59K	Hold	1,894	–	–	0.03%	345
2025 Q2	$60.5K	Hold	1,894	–	–	0.03%	333
2025 Q1	$59K	Hold	1,894	–	–	0.03%	337
2024 Q4	$58.2K	Hold	1,894	–	–	0.03%	341
2024 Q3	$56K	Hold	1,894	–	–	0.03%	343
2024 Q2	$50.4K	Hold	1,894	–	–	0.03%	355
2024 Q1	$47.3K	Buy	1,894 +1,108	+141%	+$25.5K	0.02%	357
2023 Q4	$17.4K	Buy	786 +648	+470%	+$12.4K	0.01%	484
2023 Q3	$2.52K	Hold	138	–	–	﹤0.01%	698
2023 Q2	$2.61K	Buy	+138	New	+$2.63K	﹤0.01%	701

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

Caldwell Sutter Capital's MFC Position: Q1 2026 in Review

Caldwell Sutter Capital held its Manulife Financial (MFC) position steady in Q1 2026 at 1,894 shares worth $65.2K. The position accounts for 0.03% of the portfolio, ranked #347.

Caldwell Sutter Capital first reported a position in MFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $68.7K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Caldwell Sutter Capital held 1,894 shares of Manulife Financial worth $65.2K as of Q1 2026.
Caldwell Sutter Capital left its Manulife Financial share count unchanged in Q1 2026.
Manulife Financial made up 0.03% of Caldwell Sutter Capital's portfolio in Q1 2026, its #347 holding.
Caldwell Sutter Capital first reported a position in Manulife Financial in Q2 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's Manulife Financial position peaked at $68.7K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.