Costello Asset Management’s Manulife Financial MFC Stock Holding History

Costello Asset Management’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 Q3	–	Sell	-450	Closed	-$14.4K	–	684
2025 Q2	$14.4K	Hold	450	–	–	0.01%	426
2025 Q1	$14K	Buy	+450	New	+$13.6K	0.01%	406
2023 Q4	–	Sell	-1,688	Closed	-$30.9K	–	190
2023 Q3	$30.9K	Hold	1,688	–	–	0.03%	104
2023 Q2	$31.9K	Hold	1,688	–	–	0.03%	104
2023 Q1	$31K	Hold	1,688	–	–	0.03%	107
2022 Q4	$40.8K	Hold	1,688	–	–	0.04%	98
2022 Q3	$26K	Hold	1,688	–	–	0.02%	111
2022 Q2	$29K	Hold	1,688	–	–	0.03%	115
2022 Q1	$36K	Hold	1,688	–	–	0.02%	122
2021 Q4	$32K	Hold	1,688	–	–	0.02%	134
2021 Q3	$32K	Hold	1,688	–	–	0.02%	133
2021 Q2	$33K	Hold	1,688	–	–	0.02%	128
2021 Q1	$36K	Hold	1,688	–	–	0.02%	131
2020 Q4	$30K	Hold	1,688	–	–	0.02%	131
2020 Q3	$23K	Hold	1,688	–	–	0.02%	124
2020 Q2	$23K	Buy	+1,688	New	+$21.2K	0.02%	120

Other funds holding MFC

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Costello Asset Management's MFC Position: Q3 2025 in Review

Costello Asset Management sold out of Manulife Financial (MFC) in Q3 2025, closing a stake of 450 shares — an estimated $14.4K sold.

Costello Asset Management first reported a position in MFC in Q2 2020 and held it in 16 quarters. The position peaked at $40.8K in Q4 2022. 706 funds tracked by Wall St. Rank hold MFC as of Q3 2025.

Costello Asset Management reported no remaining Manulife Financial position as of Q3 2025 after selling out during the quarter.
Costello Asset Management sold 450 Manulife Financial shares in Q3 2025, an estimated $14.4K.
Costello Asset Management first reported a position in Manulife Financial in Q2 2020 and held it in 16 quarters.
Costello Asset Management's Manulife Financial position peaked at $40.8K in Q4 2022.
706 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.