Clifford Swan Investment Counsel’s Manulife Financial MFC Stock Holding History

Clifford Swan Investment Counsel’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	$618K	Sell	15,252 -802	-5%	-$31K	0.02%	208
2026 Q1	$553K	Hold	16,054	–	–	0.02%	206
2025 Q4	$582K	Hold	16,054	–	–	0.02%	210
2025 Q3	$500K	Sell	16,054 -350	-2%	-$10.8K	0.02%	223
2025 Q2	$524K	Hold	16,404	–	–	0.02%	213
2025 Q1	$511K	Hold	16,404	–	–	0.02%	215
2024 Q4	$504K	Sell	16,404 -58	-0.4%	-$1.8K	0.02%	215
2024 Q3	$486K	Hold	16,462	–	–	0.02%	223
2024 Q2	$438K	Sell	16,462 -607	-4%	-$15.2K	0.02%	225
2024 Q1	$427K	Sell	17,069 -466	-3%	-$10.7K	0.02%	229
2023 Q4	$388K	Buy	17,535 +3,308	+23%	+$63.5K	0.02%	237
2023 Q3	$260K	Hold	14,227	–	–	0.01%	264
2023 Q2	$269K	Hold	14,227	–	–	0.01%	269
2023 Q1	$261K	Sell	14,227 -286	-2%	-$5.44K	0.01%	268
2022 Q4	$259K	Hold	14,513	–	–	0.01%	270
2022 Q3	$227K	Sell	14,513 -180	-1%	-$3.16K	0.01%	288
2022 Q2	$255K	Sell	14,693 -116	-0.8%	-$2.19K	0.01%	286
2022 Q1	$316K	Sell	14,809 -116	-0.8%	-$2.38K	0.01%	277
2021 Q4	$285K	Sell	14,925 -118	-0.8%	-$2.28K	0.01%	292
2021 Q3	$297K	Hold	15,043	–	–	0.01%	286
2021 Q2	$289K	Buy	+15,043	New	+$315K	0.01%	280

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

Clifford Swan Investment Counsel's MFC Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Manulife Financial (MFC) stake by 5% in Q2 2026, selling an estimated $31K and leaving 15,252 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #208.

Clifford Swan Investment Counsel first reported a position in MFC in Q2 2021 and has held it in 21 quarters since. 816 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

Clifford Swan Investment Counsel held 15,252 shares of Manulife Financial worth $618K as of Q2 2026.
Clifford Swan Investment Counsel sold 802 Manulife Financial shares in Q2 2026, an estimated $31K.
Manulife Financial made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #208 holding.
Clifford Swan Investment Counsel first reported a position in Manulife Financial in Q2 2021 and has held it in 21 quarters since.
816 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.