Capstone Investment Advisors’s Manulife Financial MFC Stock Holding History

Capstone Investment Advisors’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	$1.09M	Buy	31,788 +14,756	+87%	+$531K	﹤0.01%	838
2025 Q4	$618K	Buy	+17,032	New	+$578K	﹤0.01%	1068
2024 Q3	–	Sell	-45,673	Closed	-$1.22M	–	2092
2024 Q2	$1.22M	Buy	+45,673	New	+$1.14M	﹤0.01%	906

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

Capstone Investment Advisors's MFC Position: Q1 2026 in Review

Capstone Investment Advisors increased its Manulife Financial (MFC) stake by 87% in Q1 2026, buying an estimated $531K and bringing the position to 31,788 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Capstone Investment Advisors first reported a position in MFC in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.22M in Q2 2024. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Capstone Investment Advisors held 31,788 shares of Manulife Financial worth $1.09M as of Q1 2026.
Capstone Investment Advisors bought 14,756 Manulife Financial shares in Q1 2026, an estimated $531K.
Manulife Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #838 holding.
Capstone Investment Advisors first reported a position in Manulife Financial in Q2 2024 and has held it in 3 quarters since.
Capstone Investment Advisors's Manulife Financial position peaked at $1.22M in Q2 2024.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.