Gladstone Institutional Advisory’s Manulife Financial MFC Stock Holding History

Gladstone Institutional Advisory’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	$340K	Buy	9,874 +914	+10%	+$32.9K	0.01%	632
2025 Q4	$325K	Sell	8,960 -470	-5%	-$16K	0.01%	612
2025 Q3	$294K	Buy	9,430 +2	+0%	+$62	0.01%	657
2025 Q2	$301K	Buy	9,428 +2	+0%	+$62	0.01%	610
2025 Q1	$294K	Buy	9,426 +374	+4%	+$11.3K	0.01%	594
2024 Q4	$278K	Sell	9,052 -30	-0.3%	-$929	0.01%	609
2024 Q3	$268K	Buy	9,082 +2	+0%	+$54	0.01%	592
2024 Q2	$242K	Buy	+9,080	New	+$227K	0.01%	583

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Gladstone Institutional Advisory's MFC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Manulife Financial (MFC) stake by 10% in Q1 2026, buying an estimated $32.9K and bringing the position to 9,874 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #632.

Gladstone Institutional Advisory first reported a position in MFC in Q2 2024 and has held it in 8 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Gladstone Institutional Advisory held 9,874 shares of Manulife Financial worth $340K as of Q1 2026.
Gladstone Institutional Advisory bought 914 Manulife Financial shares in Q1 2026, an estimated $32.9K.
Manulife Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #632 holding.
Gladstone Institutional Advisory first reported a position in Manulife Financial in Q2 2024 and has held it in 8 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.