Carson Wealth (CWM LLC)
MFC icon

Carson Wealth (CWM LLC)’s Manulife Financial MFC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.95M Sell
56,609
-13,811
-20% -$497K 0.01% 1206
2025
Q4 		$2.56M Sell
70,420
-22,772
-24% -$773K 0.01% 1053
2025
Q3 		$2.9M Buy
93,192
+41,814
+81% +$1.29M 0.01% 935
2025
Q2 		$1.64M Buy
51,378
+34,902
+212% +$1.08M 0.01% 1021
2025
Q1 		$513K Buy
16,476
+2,357
+17% +$71.2K ﹤0.01% 1432
2024
Q4 		$434K Sell
14,119
-953
-6% -$29.5K ﹤0.01% 1441
2024
Q3 		$445K Buy
15,072
+2,326
+18% +$62.5K ﹤0.01% 1366
2024
Q2 		$339K Sell
12,746
-2,454
-16% -$61.4K ﹤0.01% 1338
2024
Q1 		$380K Sell
15,200
-490
-3% -$11.3K ﹤0.01% 1231
2023
Q4 		$347K Buy
15,690
+3,120
+25% +$59.9K ﹤0.01% 1199
2023
Q3 		$230K Sell
12,570
-3
-0% -$57 ﹤0.01% 1255
2023
Q2 		$238K Buy
12,573
+1,575
+14% +$30.1K ﹤0.01% 1191
2023
Q1 		$202K Buy
10,998
+1,651
+18% +$31.4K ﹤0.01% 1198
2022
Q4 		$167K Buy
9,347
+473
+5% +$8.06K ﹤0.01% 1167
2022
Q3 		$139K Buy
8,874
+1,242
+16% +$21.8K ﹤0.01% 1194
2022
Q2 		$132K Buy
7,632
+3,383
+80% +$63.9K ﹤0.01% 1205
2022
Q1 		$91K Buy
4,249
+253
+6% +$5.18K ﹤0.01% 1360
2021
Q4 		$76K Buy
+3,996
New +$77.4K ﹤0.01% 1413
2021
Q2 		$95K Hold
4,827
– – ﹤0.01% 1161
2021
Q1 		$95K Hold
4,827
– – ﹤0.01% 1161
2020
Q4 		$95K Hold
4,827
– – ﹤0.01% 1161
2020
Q3 		$95K Hold
4,827
– – ﹤0.01% 1161
2020
Q2 		$95K Hold
4,827
– – ﹤0.01% 1161
2020
Q1 		$95K Hold
4,827
– – ﹤0.01% 1161
2019
Q4 		$95K Hold
4,827
– – ﹤0.01% 1161
2019
Q3 		$95K Hold
4,827
– – ﹤0.01% 1161
2019
Q2 		$95K Hold
4,827
– – ﹤0.01% 1161
2019
Q1 		$95K Buy
4,827
+2,527
+110% +$41.1K ﹤0.01% 1161
2018
Q4 		$33K Buy
2,300
+942
+69% +$14.9K ﹤0.01% 990
2018
Q3 		$24K Sell
1,358
-53
-4% -$963 ﹤0.01% 914
2018
Q2 		$25K Sell
1,411
-254
-15% -$4.79K ﹤0.01% 793
2018
Q1 		$31K Hold
1,665
– – ﹤0.01% 639
2017
Q4 		$35K Hold
1,665
– – ﹤0.01% 595
2017
Q3 		$34K Buy
1,665
+1,437
+630% +$28.6K ﹤0.01% 595
2017
Q2 		$4K Hold
228
– – ﹤0.01% 918
2017
Q1 		$4K Sell
228
-6,225
-96% -$115K ﹤0.01% 903
2016
Q4 		$115K Buy
+6,453
New +$105K 0.01% 333
2016
Q1 		– Sell
-344
Closed -$5K – 788
2015
Q4 		$5K Buy
344
+96
+39% +$1.55K ﹤0.01% 521
2015
Q3 		$4K Buy
+248
New +$4.16K ﹤0.01% 525
2014
Q1 		– Sell
-760
Closed -$15K – 358
2013
Q4 		$15K Buy
760
+303
+66% +$5.54K ﹤0.01% 403
2013
Q3 		$8K Buy
+457
New +$7.8K ﹤0.01% 338

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
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

Carson Wealth (CWM LLC)'s MFC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Manulife Financial (MFC) stake by 20% in Q1 2026, selling an estimated $497K and leaving 56,609 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1206.

Carson Wealth (CWM LLC) first reported a position in MFC in Q3 2013 and has held it in 41 quarters since. The position peaked at $2.9M in Q3 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,609 shares of Manulife Financial worth $1.95M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,811 Manulife Financial shares in Q1 2026, an estimated $497K.
  • Manulife Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1206 holding.
  • Carson Wealth (CWM LLC) first reported a position in Manulife Financial in Q3 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Manulife Financial position peaked at $2.9M in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.