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 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 $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

Clearstead Trust's MFC Position: Q1 2026 in Review

Clearstead Trust held its Manulife Financial (MFC) position steady in Q1 2026 at 742 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Clearstead Trust first reported a position in MFC in Q3 2022 and has held it in 9 quarters since. The position peaked at $39.1K in Q3 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Clearstead Trust held 742 shares of Manulife Financial worth $25.6K as of Q1 2026.
Clearstead Trust left its Manulife Financial share count unchanged in Q1 2026.
Manulife Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #400 holding.
Clearstead Trust first reported a position in Manulife Financial in Q3 2022 and has held it in 9 quarters since.
Clearstead Trust's Manulife Financial position peaked at $39.1K in Q3 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.