Callan Family Office’s Manulife Financial MFC Stock Holding History

Callan Family Office’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	$3.57M	Buy	88,157 +15,355	+21%	+$594K	0.07%	254
2026 Q1	$2.51M	Hold	72,802	–	–	0.06%	299
2025 Q4	$2.64M	Buy	72,802 +16,880	+30%	+$573K	0.06%	294
2025 Q3	$1.74M	Sell	55,922 -4,695	-8%	-$145K	0.06%	280
2025 Q2	$1.94M	Buy	60,617 +44,091	+267%	+$1.36M	0.06%	279
2025 Q1	$515K	Sell	16,526 -12,514	-43%	-$378K	0.04%	314
2024 Q4	$892K	Buy	+29,040	New	+$900K	0.06%	273

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

Callan Family Office's MFC Position: Q2 2026 in Review

Callan Family Office increased its Manulife Financial (MFC) stake by 21% in Q2 2026, buying an estimated $594K and bringing the position to 88,157 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #254.

Callan Family Office first reported a position in MFC in Q4 2024 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Callan Family Office held 88,157 shares of Manulife Financial worth $3.57M as of Q2 2026.
Callan Family Office bought 15,355 Manulife Financial shares in Q2 2026, an estimated $594K.
Manulife Financial made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #254 holding.
Callan Family Office first reported a position in Manulife Financial in Q4 2024 and has held it in 7 quarters since.
816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.