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 Q3	$106K	Buy	2,478 +584	+31%	+$25.3K	0.04%	300
2026 Q2	$76.7K	Hold	1,894	–	–	0.03%	347
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	+$2.64K	﹤0.01%	701

Other funds holding MFC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Sutter Capital's MFC Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Manulife Financial (MFC) stake by 31% in Q3 2026, buying an estimated $25.3K and bringing the position to 2,478 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #300.

Caldwell Sutter Capital first reported a position in MFC in Q2 2023 and has held it in 14 quarters since. 503 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

Caldwell Sutter Capital held 2,478 shares of Manulife Financial worth $106K as of Q3 2026.
Caldwell Sutter Capital bought 584 Manulife Financial shares in Q3 2026, an estimated $25.3K.
Manulife Financial made up 0.04% of Caldwell Sutter Capital's portfolio in Q3 2026, its #300 holding.
Caldwell Sutter Capital first reported a position in Manulife Financial in Q2 2023 and has held it in 14 quarters since.
503 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.