HB Wealth Management’s Manulife Financial MFC Stock Holding History

HB 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	$2M	Buy	58,203 +1,075	+2%	+$38.7K	0.01%	432
2025 Q4	$2.07M	Buy	57,128 +117	+0.2%	+$3.97K	0.01%	404
2025 Q3	$1.78M	Buy	57,011 +17,076	+43%	+$527K	0.01%	437
2025 Q2	$1.28M	Sell	39,935 -18,043	-31%	-$556K	0.01%	471
2025 Q1	$1.81M	Buy	57,978 +30,358	+110%	+$917K	0.02%	402
2024 Q4	$848K	Buy	27,620 +16,153	+141%	+$500K	0.01%	450
2024 Q3	$339K	Buy	11,467 +374	+3%	+$10K	﹤0.01%	719
2024 Q2	$295K	Hold	11,093	–	–	﹤0.01%	714
2024 Q1	$277K	Buy	11,093 +1,111	+11%	+$25.5K	﹤0.01%	687
2023 Q4	$221K	Sell	9,982 -796	-7%	-$15.3K	﹤0.01%	711
2023 Q3	$197K	Buy	+10,778	New	+$204K	﹤0.01%	721

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

HB Wealth Management's MFC Position: Q1 2026 in Review

HB Wealth Management increased its Manulife Financial (MFC) stake by 1.9% in Q1 2026, buying an estimated $38.7K and bringing the position to 58,203 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #432.

HB Wealth Management first reported a position in MFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

HB Wealth Management held 58,203 shares of Manulife Financial worth $2M as of Q1 2026.
HB Wealth Management bought 1,075 Manulife Financial shares in Q1 2026, an estimated $38.7K.
Manulife Financial made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #432 holding.
HB Wealth Management first reported a position in Manulife Financial in Q3 2023 and has held it in 11 quarters since.
HB Wealth Management's Manulife Financial position peaked at $2.07M in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.