INVST’s Manulife Financial MFC Stock Holding History

INVST’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	$1.13M	Sell	32,880 -3,514	-10%	-$126K	0.13%	129
2025 Q4	$1.32M	Sell	36,394 -761	-2%	-$25.8K	0.14%	120
2025 Q3	$1.16M	Buy	37,155 +1,119	+3%	+$34.5K	0.13%	133
2025 Q2	$1.15M	Buy	36,036 +267	+0.7%	+$8.23K	0.14%	122
2025 Q1	$1.11M	Buy	35,769 +13,417	+60%	+$405K	0.15%	113
2024 Q4	$686K	Buy	22,352 +2,423	+12%	+$75.1K	0.08%	148
2024 Q3	$589K	Buy	19,929 +3,964	+25%	+$106K	0.07%	168
2024 Q2	$420K	Buy	15,965 +7,032	+79%	+$176K	0.05%	189
2024 Q1	$220K	Buy	+8,933	New	+$205K	0.03%	223

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

INVST's MFC Position: Q1 2026 in Review

INVST reduced its Manulife Financial (MFC) stake by 9.7% in Q1 2026, selling an estimated $126K and leaving 32,880 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #129.

INVST first reported a position in MFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

INVST held 32,880 shares of Manulife Financial worth $1.13M as of Q1 2026.
INVST sold 3,514 Manulife Financial shares in Q1 2026, an estimated $126K.
Manulife Financial made up 0.13% of INVST's portfolio in Q1 2026, its #129 holding.
INVST first reported a position in Manulife Financial in Q1 2024 and has held it in 9 quarters since.
INVST's Manulife Financial position peaked at $1.32M in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.