Caprock Group’s Manulife Financial MFC Stock Holding History

Caprock Group’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	$1.53M	Sell	44,412 -83	-0.2%	-$2.99K	0.04%	424
2025 Q4	$1.61M	Buy	44,495 +1,184	+3%	+$40.2K	0.03%	451
2025 Q3	$1.35M	Buy	+43,311	New	+$1.34M	0.03%	469
2025 Q1	$1.35M	Sell	43,348 -4,335	-9%	-$131K	0.04%	375
2024 Q4	$1.46M	Sell	47,683 -1,557	-3%	-$48.2K	0.05%	335
2024 Q3	$1.46M	Sell	49,240 -2,930	-6%	-$78.7K	0.05%	305
2024 Q2	$1.39M	Buy	52,170 +41,118	+372%	+$1.03M	0.06%	297
2024 Q1	$276K	Sell	11,052 -129	-1%	-$2.96K	0.02%	586
2023 Q4	$247K	Sell	11,181 -4	-0%	-$77	0.02%	589
2023 Q3	$204K	Buy	+11,185	New	+$211K	0.02%	606

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

Caprock Group's MFC Position: Q1 2026 in Review

Caprock Group reduced its Manulife Financial (MFC) stake by 0.19% in Q1 2026, selling an estimated $2.99K and leaving 44,412 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #424.

Caprock Group first reported a position in MFC in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Caprock Group held 44,412 shares of Manulife Financial worth $1.53M as of Q1 2026.
Caprock Group sold 83 Manulife Financial shares in Q1 2026, an estimated $2.99K.
Manulife Financial made up 0.04% of Caprock Group's portfolio in Q1 2026, its #424 holding.
Caprock Group first reported a position in Manulife Financial in Q3 2023 and has held it in 10 quarters since.
Caprock Group's Manulife Financial position peaked at $1.61M in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.