Center for Financial Planning’s Manulife Financial MFC Stock Holding History

Center for Financial Planning’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	$258K	Buy	7,487 +565	+8%	+$20.3K	0.03%	149
2025 Q4	$251K	Buy	6,922 +526	+8%	+$17.9K	0.03%	155
2025 Q3	$199K	Hold	6,396	–	–	0.02%	170
2025 Q2	$204K	Buy	6,396 +3,774	+144%	+$116K	0.02%	164
2025 Q1	$81.7K	Hold	2,622	–	–	0.01%	230
2024 Q4	$80.5K	Buy	2,622 +548	+26%	+$17K	0.01%	214
2024 Q3	$61.3K	Hold	2,074	–	–	0.01%	227
2024 Q2	$55.2K	Hold	2,074	–	–	0.01%	223
2024 Q1	$51.8K	Hold	2,074	–	–	0.01%	233
2023 Q4	$45.8K	Hold	2,074	–	–	0.01%	228
2023 Q3	$37.9K	Hold	2,074	–	–	0.01%	238
2023 Q2	$39.2K	Hold	2,074	–	–	0.01%	258
2023 Q1	$38.1K	Hold	2,074	–	–	0.01%	245
2022 Q4	$37K	Hold	2,074	–	–	0.01%	244
2022 Q3	$32K	Hold	2,074	–	–	0.01%	248
2022 Q2	$36K	Hold	2,074	–	–	0.01%	241
2022 Q1	$44K	Hold	2,074	–	–	0.01%	239
2021 Q4	$40K	Hold	2,074	–	–	0.01%	252
2021 Q3	$40K	Hold	2,074	–	–	0.01%	245
2021 Q2	$41K	Hold	2,074	–	–	0.01%	238
2021 Q1	$45K	Hold	2,074	–	–	0.01%	216
2020 Q4	$37K	Hold	2,074	–	–	0.01%	225
2020 Q3	$29K	Sell	2,074 -1,014	-33%	-$14.5K	0.01%	229
2020 Q2	$42K	Sell	3,088 -285	-8%	-$3.59K	0.01%	200
2020 Q1	$42K	Hold	3,373	–	–	0.01%	182
2019 Q4	$68K	Buy	+3,373	New	+$64.4K	0.02%	164

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

Center for Financial Planning's MFC Position: Q1 2026 in Review

Center for Financial Planning increased its Manulife Financial (MFC) stake by 8.2% in Q1 2026, buying an estimated $20.3K and bringing the position to 7,487 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #149.

Center for Financial Planning first reported a position in MFC in Q4 2019 and has held it in 26 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Center for Financial Planning held 7,487 shares of Manulife Financial worth $258K as of Q1 2026.
Center for Financial Planning bought 565 Manulife Financial shares in Q1 2026, an estimated $20.3K.
Manulife Financial made up 0.03% of Center for Financial Planning's portfolio in Q1 2026, its #149 holding.
Center for Financial Planning first reported a position in Manulife Financial in Q4 2019 and has held it in 26 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.