Charles Schwab’s Manulife Financial MFC Stock Holding History

Charles Schwab’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
2025 Q1	–	Sell	-5,143,543	Closed	-$158M	–	3503
2024 Q4	$158M	Sell	5,143,543 -43,387	-0.8%	-$1.34M	0.03%	455
2024 Q3	$153M	Buy	5,186,930 +158,216	+3%	+$4.25M	0.03%	459
2024 Q2	$134M	Buy	+5,028,714	New	+$126M	0.03%	512

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab's MFC Position: Q1 2025 in Review

Charles Schwab sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 5,143,543 shares — an estimated $158M sold.

Charles Schwab first reported a position in MFC in Q2 2024 and held it in 3 quarters. The position peaked at $158M in Q4 2024. 717 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Charles Schwab reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
Charles Schwab sold 5,143,543 Manulife Financial shares in Q1 2025, an estimated $158M.
Charles Schwab first reported a position in Manulife Financial in Q2 2024 and held it in 3 quarters.
Charles Schwab's Manulife Financial position peaked at $158M in Q4 2024.
717 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.