Kovitz Investment Group Partners’s Manulife Financial MFC Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-33,137	Closed	-$1.2M	–	503
2025 Q4	$1.2M	Sell	33,137 -39,150	-54%	-$1.33M	0.03%	294
2025 Q3	$2.25M	Buy	72,287 +30,334	+72%	+$935K	0.01%	637
2025 Q2	$1.34M	Buy	41,953 +7,292	+21%	+$225K	0.01%	728
2025 Q1	$1.08M	Buy	34,661 +351	+1%	+$10.6K	0.01%	722
2024 Q4	$1.05M	Sell	34,310 -387	-1%	-$12K	0.01%	709
2024 Q3	$985K	Sell	34,697 -9,352	-21%	-$251K	0.01%	629
2024 Q2	$1.17M	Buy	+44,049	New	+$1.1M	0.01%	504

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

Kovitz Investment Group Partners's MFC Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 33,137 shares — an estimated $1.2M sold.

Kovitz Investment Group Partners first reported a position in MFC in Q2 2024 and held it in 7 quarters. The position peaked at $2.25M in Q3 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Kovitz Investment Group Partners reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 33,137 Manulife Financial shares in Q1 2026, an estimated $1.2M.
Kovitz Investment Group Partners first reported a position in Manulife Financial in Q2 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Manulife Financial position peaked at $2.25M in Q3 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.