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Estate Planners Group’s Manulife Financial MFC Stock Holding History

Estate Planners Group’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 		– Sell
-1,894
Closed -$68.7K – 284
2025
Q4 		$68.7K Buy
+1,894
New +$64.3K 0.03% 120

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Estate Planners Group's MFC Position: Q1 2026 in Review

Estate Planners Group sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 1,894 shares — an estimated $68.7K sold.

Estate Planners Group first reported a position in MFC in Q4 2025 and held it in 1 quarter. The position peaked at $68.7K in Q4 2025. 773 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Estate Planners Group reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,894 Manulife Financial shares in Q1 2026, an estimated $68.7K.
  • Estate Planners Group first reported a position in Manulife Financial in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Manulife Financial position peaked at $68.7K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.