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Kestra Private Wealth Services’s Manulife Financial MFC Stock Holding History

Kestra Private Wealth 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
2026
Q1 		$3.53M Buy
102,389
+5,047
+5% +$182K 0.04% 406
2025
Q4 		$3.53M Buy
97,342
+3,031
+3% +$103K 0.04% 384
2025
Q3 		$2.94M Buy
94,311
+8,254
+10% +$255K 0.04% 425
2025
Q2 		$2.75M Buy
86,057
+10,138
+13% +$312K 0.04% 416
2025
Q1 		$2.36M Sell
75,919
-1,944
-2% -$58.7K 0.04% 418
2024
Q4 		$2.39M Buy
77,863
+5,554
+8% +$172K 0.04% 386
2024
Q3 		$2.14M Buy
72,309
+6,371
+10% +$171K 0.04% 404
2024
Q2 		$1.76M Buy
65,938
+922
+1% +$23.1K 0.04% 422
2024
Q1 		$1.62M Buy
65,016
+16,612
+34% +$382K 0.04% 433
2023
Q4 		$1.07M Buy
48,404
+20,434
+73% +$392K 0.03% 510
2023
Q3 		$511K Buy
27,970
+1,758
+7% +$33.2K 0.02% 651
2023
Q2 		$496K Sell
26,212
-814
-3% -$15.5K 0.02% 639
2023
Q1 		$496K Buy
27,026
+1,947
+8% +$37K 0.02% 601
2022
Q4 		$447K Buy
25,079
+4,691
+23% +$80K 0.02% 553
2022
Q3 		$319K Buy
20,388
+6,497
+47% +$114K 0.02% 631
2022
Q2 		$241K Buy
13,891
+2,939
+27% +$55.6K 0.01% 732
2022
Q1 		$234K Sell
10,952
-1,016
-8% -$20.8K 0.01% 834
2021
Q4 		$228K Buy
+11,968
New +$232K 0.01% 858

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
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

Kestra Private Wealth Services's MFC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Manulife Financial (MFC) stake by 5.2% in Q1 2026, buying an estimated $182K and bringing the position to 102,389 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #406.

Kestra Private Wealth Services first reported a position in MFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.53M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Kestra Private Wealth Services held 102,389 shares of Manulife Financial worth $3.53M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,047 Manulife Financial shares in Q1 2026, an estimated $182K.
  • Manulife Financial made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #406 holding.
  • Kestra Private Wealth Services first reported a position in Manulife Financial in Q4 2021 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's Manulife Financial position peaked at $3.53M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.