Caldwell Trust’s Manulife Financial MFC Stock Holding History

Caldwell Trust’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	$36.3K	Hold	853	–	–	﹤0.01%	540
2026 Q2	$34.6K	Hold	853	–	–	﹤0.01%	539
2026 Q1	$29.4K	Hold	853	–	–	﹤0.01%	548
2025 Q4	$30.9K	Hold	853	–	–	﹤0.01%	533
2025 Q3	$26.6K	Hold	853	–	–	﹤0.01%	542
2025 Q2	$27.3K	Hold	853	–	–	﹤0.01%	530
2025 Q1	$26.6K	Hold	853	–	–	﹤0.01%	526
2024 Q4	$26.2K	Hold	853	–	–	﹤0.01%	521
2024 Q3	$25.2K	Hold	853	–	–	﹤0.01%	533
2024 Q2	$22.7K	Sell	853 -187	-18%	-$4.68K	﹤0.01%	527
2024 Q1	$26K	Hold	1,040	–	–	﹤0.01%	527
2023 Q4	$23K	Hold	1,040	–	–	﹤0.01%	538
2023 Q3	$19K	Hold	1,040	–	–	﹤0.01%	548
2023 Q2	$19.7K	Buy	1,040 +553	+114%	+$10.6K	﹤0.01%	562
2023 Q1	$8.94K	Buy	+487	New	+$9.26K	﹤0.01%	631
2020 Q2	–	Sell	-3,078	Closed	-$38.6K	–	782
2020 Q1	$38.6K	Hold	3,078	–	–	0.01%	448
2019 Q4	$62.5K	Buy	+3,078	New	+$58.8K	0.01%	428

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Caldwell Trust's MFC Position: Q3 2026 in Review

Caldwell Trust held its Manulife Financial (MFC) position steady in Q3 2026 at 853 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Caldwell Trust first reported a position in MFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $62.5K in Q4 2019. 591 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

Caldwell Trust held 853 shares of Manulife Financial worth $36.3K as of Q3 2026.
Caldwell Trust left its Manulife Financial share count unchanged in Q3 2026.
Manulife Financial made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #540 holding.
Caldwell Trust first reported a position in Manulife Financial in Q4 2019 and has held it in 17 quarters since.
Caldwell Trust's Manulife Financial position peaked at $62.5K in Q4 2019.
591 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.