Golden State Wealth Management’s Manulife Financial MFC Stock Holding History

Golden State Wealth 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	$111K	Buy	3,210 +2,050	+177%	+$73.8K	0.01%	493
2025 Q4	$42.1K	Hold	1,160	–	–	﹤0.01%	734
2025 Q3	$36.1K	Sell	1,160 -116	-9%	-$3.58K	﹤0.01%	756
2025 Q2	$40.8K	Buy	1,276 +33	+3%	+$1.02K	0.01%	693
2025 Q1	$38.7K	Buy	1,243 +106	+9%	+$3.2K	0.01%	644
2024 Q4	$34.9K	Buy	+1,137	New	+$35.2K	0.01%	645
2020 Q2	–	Sell	-562	Closed	-$7K	–	619
2020 Q1	$7K	Buy	+562	New	+$9.76K	﹤0.01%	691
2019 Q4	–	Sell	-902	Closed	-$17K	–	586
2019 Q3	$17K	Buy	902 +340	+60%	+$6K	0.01%	646
2019 Q2	$10K	Hold	562	–	–	﹤0.01%	750
2019 Q1	$10K	Buy	+562	New	+$9.14K	﹤0.01%	779

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

Golden State Wealth Management's MFC Position: Q1 2026 in Review

Golden State Wealth Management increased its Manulife Financial (MFC) stake by 177% in Q1 2026, buying an estimated $73.8K and bringing the position to 3,210 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #493.

Golden State Wealth Management first reported a position in MFC in Q1 2019 and has held it in 10 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Golden State Wealth Management held 3,210 shares of Manulife Financial worth $111K as of Q1 2026.
Golden State Wealth Management bought 2,050 Manulife Financial shares in Q1 2026, an estimated $73.8K.
Manulife Financial made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #493 holding.
Golden State Wealth Management first reported a position in Manulife Financial in Q1 2019 and has held it in 10 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.