CAPTRUST Financial Advisors’s Manulife Financial MFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.03M Sell
58,891
-38,978
-40% -$1.4M ﹤0.01% 1219
2025
Q4
$3.55M Buy
97,869
+24,560
+34% +$834K 0.01% 806
2025
Q3
$2.28M Sell
73,309
-13,902
-16% -$429K ﹤0.01% 961
2025
Q2
$2.79M Buy
87,211
+2,284
+3% +$70.4K 0.01% 835
2025
Q1
$2.65M Sell
84,927
-38,363
-31% -$1.16M 0.01% 793
2024
Q4
$3.79M Sell
123,290
-14,127
-10% -$438K 0.01% 618
2024
Q3
$4.06M Sell
137,417
-7,524
-5% -$202K 0.01% 586
2024
Q2
$3.86M Sell
144,941
-3,280
-2% -$82K 0.01% 574
2024
Q1
$3.7M Sell
148,221
-38,393
-21% -$882K 0.01% 578
2023
Q4
$4.12M Buy
186,614
+22,350
+14% +$429K 0.01% 619
2023
Q3
$3M Buy
164,264
+80,096
+95% +$1.51M 0.01% 697
2023
Q2
$1.59M Buy
84,168
+4,307
+5% +$82.2K 0.01% 929
2023
Q1
$1.47M Sell
79,861
-8,110
-9% -$154K 0.01% 851
2022
Q4
$1.57M Buy
87,971
+233
+0.3% +$3.97K 0.01% 791
2022
Q3
$1.38M Buy
87,738
+26,645
+44% +$467K 0.01% 799
2022
Q2
$1.06M Buy
61,093
+8,066
+15% +$152K 0.01% 809
2022
Q1
$1.13M Sell
53,027
-7,673
-13% -$157K 0.01% 797
2021
Q4
$1.16M Buy
60,700
+48,799
+410% +$945K 0.01% 756
2021
Q3
$229K Buy
11,901
+503
+4% +$9.78K ﹤0.01% 1460
2021
Q2
$225K Buy
11,398
+68
+0.6% +$1.42K ﹤0.01% 1430
2021
Q1
$244K Buy
11,330
+459
+4% +$9.14K ﹤0.01% 1336
2020
Q4
$194K Buy
10,871
+6,387
+142% +$102K ﹤0.01% 1198
2020
Q3
$62K Sell
4,484
-12,020
-73% -$172K ﹤0.01% 1553
2020
Q2
$220K Buy
16,504
+332
+2% +$4.18K ﹤0.01% 993
2020
Q1
$191K Sell
16,172
-255
-2% -$4.43K ﹤0.01% 870
2019
Q4
$338K Buy
16,427
+8,982
+121% +$172K 0.01% 799
2019
Q3
$137K Sell
7,445
-1,024
-12% -$18.1K ﹤0.01% 670
2019
Q2
$154K Hold
8,469
0.01% 620
2019
Q1
$143K Buy
8,469
+7,515
+788% +$122K 0.01% 588
2018
Q4
$14K Sell
954
-1,600
-63% -$25.4K ﹤0.01% 1134
2018
Q3
$46K Buy
2,554
+250
+11% +$4.54K ﹤0.01% 791
2018
Q2
$41K Buy
2,304
+382
+20% +$7.2K ﹤0.01% 726
2018
Q1
$35K Hold
1,922
﹤0.01% 694
2017
Q4
$40K Buy
+1,922
New +$39.9K ﹤0.01% 636

Other funds holding MFC

CAPTRUST Financial Advisors's MFC Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Manulife Financial (MFC) stake by 40% in Q1 2026, selling an estimated $1.4M and leaving 58,891 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

CAPTRUST Financial Advisors first reported a position in MFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.12M in Q4 2023. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • CAPTRUST Financial Advisors held 58,891 shares of Manulife Financial worth $2.03M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 38,978 Manulife Financial shares in Q1 2026, an estimated $1.4M.
  • Manulife Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1219 holding.
  • CAPTRUST Financial Advisors first reported a position in Manulife Financial in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Manulife Financial position peaked at $4.12M in Q4 2023.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

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