Integrated Wealth Concepts’s Manulife Financial MFC Stock Holding History

Integrated Wealth Concepts’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	$1.01M	Buy	29,435 +19,110	+185%	+$688K	0.01%	1105
2025 Q4	$375K	Sell	10,325 -17,880	-63%	-$607K	﹤0.01%	1229
2025 Q3	$879K	Sell	28,205 -5	-0%	-$154	0.01%	1049
2025 Q2	$902K	Sell	28,210 -1,345	-5%	-$41.4K	0.01%	975
2025 Q1	$921K	Sell	29,555 -357	-1%	-$10.8K	0.01%	867
2024 Q4	$919K	Sell	29,912 -549	-2%	-$17K	0.01%	856
2024 Q3	$900K	Sell	30,461 -646	-2%	-$17.4K	0.01%	852
2024 Q2	$828K	Buy	31,107 +843	+3%	+$21.1K	0.01%	842
2024 Q1	$756K	Sell	30,264 -88,651	-75%	-$2.04M	0.01%	878
2023 Q4	$2.63M	Buy	118,915 +8,212	+7%	+$158K	0.04%	386
2023 Q3	$2.02M	Buy	110,703 +2,147	+2%	+$40.6K	0.04%	450
2023 Q2	$2.05M	Sell	108,556 -2,567	-2%	-$49K	0.04%	453
2023 Q1	$2.04M	Buy	+111,123	New	+$2.11M	0.04%	402

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

Integrated Wealth Concepts's MFC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Manulife Financial (MFC) stake by 185% in Q1 2026, buying an estimated $688K and bringing the position to 29,435 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1105.

Integrated Wealth Concepts first reported a position in MFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.63M in Q4 2023. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Integrated Wealth Concepts held 29,435 shares of Manulife Financial worth $1.01M as of Q1 2026.
Integrated Wealth Concepts bought 19,110 Manulife Financial shares in Q1 2026, an estimated $688K.
Manulife Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1105 holding.
Integrated Wealth Concepts first reported a position in Manulife Financial in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Manulife Financial position peaked at $2.63M in Q4 2023.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.