Creative Planning
MFC icon

Creative Planning’s Manulife Financial MFC Stock Holding History

Creative Planning’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 		$23.6M Buy
582,389
+68,915
+13% +$2.67M 0.01% 440
2026
Q1 		$17.7M Buy
513,474
+166,024
+48% +$5.98M 0.01% 490
2025
Q4 		$12.6M Buy
347,450
+81,442
+31% +$2.76M 0.01% 529
2025
Q3 		$8.29M Buy
266,008
+35,188
+15% +$1.09M 0.01% 642
2025
Q2 		$7.38M Buy
230,820
+8,513
+4% +$262K 0.01% 615
2025
Q1 		$6.92M Buy
222,307
+27,074
+14% +$818K 0.01% 601
2024
Q4 		$6M Buy
195,233
+21,884
+13% +$678K 0.01% 601
2024
Q3 		$5.12M Buy
173,349
+6,455
+4% +$173K 0.01% 632
2024
Q2 		$4.44M Buy
166,894
+109
+0.1% +$2.73K ﹤0.01% 662
2024
Q1 		$4.17M Buy
166,785
+17,214
+12% +$396K ﹤0.01% 672
2023
Q4 		$3.31M Buy
149,571
+7,458
+5% +$143K 0.01% 702
2023
Q3 		$2.6M Buy
142,113
+8,661
+6% +$164K ﹤0.01% 745
2023
Q2 		$2.52M Buy
133,452
+38,836
+41% +$742K ﹤0.01% 723
2023
Q1 		$1.74M Buy
94,616
+73
+0.1% +$1.39K ﹤0.01% 833
2022
Q4 		$1.69M Buy
94,543
+7,170
+8% +$122K ﹤0.01% 815
2022
Q3 		$1.37M Buy
87,373
+6,509
+8% +$114K ﹤0.01% 823
2022
Q2 		$1.4M Buy
80,864
+27,610
+52% +$522K ﹤0.01% 837
2022
Q1 		$1.14M Buy
53,254
+156
+0.3% +$3.2K ﹤0.01% 930
2021
Q4 		$1.01M Sell
53,098
-8,584
-14% -$166K ﹤0.01% 957
2021
Q3 		$1.19M Buy
61,682
+32,175
+109% +$626K ﹤0.01% 873
2021
Q2 		$581K Sell
29,507
-20,971
-42% -$439K ﹤0.01% 1195
2021
Q1 		$1.08M Buy
50,478
+1,121
+2% +$22.3K ﹤0.01% 984
2020
Q4 		$880K Sell
49,357
-4,829
-9% -$77.1K ﹤0.01% 1018
2020
Q3 		$754K Buy
54,186
+1,888
+4% +$27K ﹤0.01% 924
2020
Q2 		$712K Sell
52,298
-3,866
-7% -$48.7K ﹤0.01% 879
2020
Q1 		$704K Sell
56,164
-4,811
-8% -$83.6K ﹤0.01% 788
2019
Q4 		$1.24M Buy
60,975
+6,811
+13% +$130K ﹤0.01% 698
2019
Q3 		$994K Sell
54,164
-2,570
-5% -$45.4K ﹤0.01% 765
2019
Q2 		$1.03M Sell
56,734
-2,250
-4% -$40K ﹤0.01% 751
2019
Q1 		$997K Sell
58,984
-555
-0.9% -$9.03K ﹤0.01% 739
2018
Q4 		$845K Sell
59,539
-2,142
-3% -$34K ﹤0.01% 736
2018
Q3 		$1.1M Buy
61,681
+11,337
+23% +$206K ﹤0.01% 720
2018
Q2 		$905K Buy
50,344
+8,154
+19% +$154K ﹤0.01% 799
2018
Q1 		$784K Buy
42,190
+2,259
+6% +$45.2K ﹤0.01% 863
2017
Q4 		$833K Buy
39,931
+457
+1% +$9.5K ﹤0.01% 826
2017
Q3 		$801K Buy
39,474
+11,524
+41% +$229K ﹤0.01% 818
2017
Q2 		$524K Sell
27,950
-140
-0.5% -$2.47K ﹤0.01% 987
2017
Q1 		$498K Buy
28,090
+1,744
+7% +$32.1K ﹤0.01% 993
2016
Q4 		$469K Buy
26,346
+3,886
+17% +$63.3K ﹤0.01% 954
2016
Q3 		$317K Buy
22,460
+7,710
+52% +$105K ﹤0.01% 1151
2016
Q2 		$202K Buy
14,750
+574
+4% +$8.18K ﹤0.01% 1250
2016
Q1 		$200K Sell
14,176
-1,419
-9% -$19K ﹤0.01% 1215
2015
Q4 		$234K Sell
15,595
-234
-1% -$3.77K ﹤0.01% 1114
2015
Q3 		$245K Sell
15,829
-101
-0.6% -$1.69K ﹤0.01% 1079
2015
Q2 		$296K Buy
15,930
+98
+0.6% +$1.82K ﹤0.01% 800
2015
Q1 		$269K Sell
15,832
-1,735
-10% -$29.9K ﹤0.01% 1049
2014
Q4 		$335K Buy
17,567
+592
+3% +$11.2K ﹤0.01% 885
2014
Q3 		$327K Buy
16,975
+3,359
+25% +$67.6K ﹤0.01% 824
2014
Q2 		$271K Buy
13,616
+4,527
+50% +$85.6K ﹤0.01% 885
2014
Q1 		$176K Buy
9,089
+3,675
+68% +$70.3K ﹤0.01% 1063
2013
Q4 		$107K Sell
5,414
-1,026
-16% -$18.8K ﹤0.01% 1163
2013
Q3 		$107K Buy
6,440
+226
+4% +$3.86K ﹤0.01% 1075
2013
Q2 		$100K Buy
+6,214
New +$94.2K ﹤0.01% 986

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
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

Creative Planning's MFC Position: Q2 2026 in Review

Creative Planning increased its Manulife Financial (MFC) stake by 13% in Q2 2026, buying an estimated $2.67M and bringing the position to 582,389 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #440.

Creative Planning first reported a position in MFC in Q2 2013 and has held it in 53 quarters since. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Creative Planning held 582,389 shares of Manulife Financial worth $23.6M as of Q2 2026.
  • Creative Planning bought 68,915 Manulife Financial shares in Q2 2026, an estimated $2.67M.
  • Manulife Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #440 holding.
  • Creative Planning first reported a position in Manulife Financial in Q2 2013 and has held it in 53 quarters since.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.