Jacobson & Schmitt Advisors’s Manulife Financial MFC Stock Holding History

Jacobson & Schmitt Advisors’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	–	Sell	-9,870	Closed	-$307K	–	77
2025 Q3	$307K	Buy	+9,870	New	+$304K	0.05%	75

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

Jacobson & Schmitt Advisors's MFC Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Manulife Financial (MFC) in Q4 2025, closing a stake of 9,870 shares — an estimated $307K sold.

Jacobson & Schmitt Advisors first reported a position in MFC in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 766 funds tracked by Wall St. Rank hold MFC as of Q4 2025.

Jacobson & Schmitt Advisors reported no remaining Manulife Financial position as of Q4 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 9,870 Manulife Financial shares in Q4 2025, an estimated $307K.
Jacobson & Schmitt Advisors first reported a position in Manulife Financial in Q3 2025 and held it in 1 quarter.
Jacobson & Schmitt Advisors's Manulife Financial position peaked at $307K in Q3 2025.
766 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.