Heritage Financial Services’s Manulife Financial MFC Stock Holding History

Heritage Financial Services’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
2025 Q4	$548K	Hold	15,107	–	–	0.05%	65
2025 Q3	$471K	Hold	15,107	–	–	0.04%	74
2025 Q2	$483K	Hold	15,107	–	–	0.05%	70
2025 Q1	$471K	Buy	+15,107	New	+$456K	0.05%	73
2022 Q3	–	Sell	-11,425	Closed	-$197K	–	308
2022 Q2	$197K	Hold	11,425	–	–	0.11%	67
2022 Q1	$243K	Hold	11,425	–	–	0.16%	68
2021 Q4	$217K	Buy	+11,425	New	+$221K	0.17%	76

Other funds holding MFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Heritage Financial Services's MFC Position: Q4 2025 in Review

Heritage Financial Services held its Manulife Financial (MFC) position steady in Q4 2025 at 15,107 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #65.

Heritage Financial Services first reported a position in MFC in Q4 2021 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold MFC as of Q4 2025.

Heritage Financial Services held 15,107 shares of Manulife Financial worth $548K as of Q4 2025.
Heritage Financial Services left its Manulife Financial share count unchanged in Q4 2025.
Manulife Financial made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #65 holding.
Heritage Financial Services first reported a position in Manulife Financial in Q4 2021 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.