Forum Financial Management’s Manulife Financial MFC Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-13,036	Closed	-$473K	–	717
2025 Q4	$473K	Hold	13,036	–	–	0.01%	502
2025 Q3	$406K	Buy	13,036 +3,500	+37%	+$108K	0.01%	563
2025 Q2	$305K	Hold	9,536	–	–	﹤0.01%	662
2025 Q1	$297K	Hold	9,536	–	–	﹤0.01%	600
2024 Q4	$293K	Hold	9,536	–	–	﹤0.01%	633
2024 Q3	$282K	Hold	9,536	–	–	﹤0.01%	549
2024 Q2	$254K	Hold	9,536	–	–	﹤0.01%	550
2024 Q1	$238K	Hold	9,536	–	–	﹤0.01%	617
2023 Q4	$211K	Sell	9,536 -1,324	-12%	-$25.4K	﹤0.01%	625
2023 Q3	$199K	Hold	10,860	–	–	﹤0.01%	599
2023 Q2	$205K	Hold	10,860	–	–	﹤0.01%	606
2023 Q1	$199K	Sell	10,860 -5	-0%	-$95	0.01%	578
2022 Q4	$194K	Buy	+10,865	New	+$185K	0.01%	549
2022 Q2	–	Sell	-9,536	Closed	-$203K	–	623
2022 Q1	$203K	Buy	+9,536	New	+$195K	0.01%	564

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

Forum Financial Management's MFC Position: Q1 2026 in Review

Forum Financial Management sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 13,036 shares — an estimated $473K sold.

Forum Financial Management first reported a position in MFC in Q1 2022 and held it in 14 quarters. The position peaked at $473K in Q4 2025. 773 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Forum Financial Management reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,036 Manulife Financial shares in Q1 2026, an estimated $473K.
Forum Financial Management first reported a position in Manulife Financial in Q1 2022 and held it in 14 quarters.
Forum Financial Management's Manulife Financial position peaked at $473K in Q4 2025.
773 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.