Clearstead Trust’s Manulife Financial MFC Stock Holding History

Clearstead Trust’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 Q2	–	Sell	-742	Closed	-$25.6K	–	1001
2026 Q1	$25.6K	Hold	742	–	–	﹤0.01%	400
2025 Q4	$26.9K	Sell	742 -514	-41%	-$17.4K	﹤0.01%	407
2025 Q3	$39.1K	Buy	1,256 +742	+144%	+$22.9K	0.01%	343
2025 Q2	$16.4K	Buy	+514	New	+$15.8K	﹤0.01%	476
2023 Q4	–	Sell	-530	Closed	-$9.69K	–	447
2023 Q3	$9.69K	Hold	530	–	–	﹤0.01%	347
2023 Q2	$10K	Hold	530	–	–	﹤0.01%	312
2023 Q1	$9.73K	Sell	530 -273	-34%	-$5.19K	﹤0.01%	301
2022 Q4	$14K	Hold	803	–	–	﹤0.01%	297
2022 Q3	$13K	Buy	+803	New	+$14.1K	﹤0.01%	279

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Clearstead Trust's MFC Position: Q2 2026 in Review

Clearstead Trust sold out of Manulife Financial (MFC) in Q2 2026, closing a stake of 742 shares — an estimated $25.6K sold.

Clearstead Trust first reported a position in MFC in Q3 2022 and held it in 9 quarters. The position peaked at $39.1K in Q3 2025. 811 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Clearstead Trust reported no remaining Manulife Financial position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 742 Manulife Financial shares in Q2 2026, an estimated $25.6K.
Clearstead Trust first reported a position in Manulife Financial in Q3 2022 and held it in 9 quarters.
Clearstead Trust's Manulife Financial position peaked at $39.1K in Q3 2025.
811 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.