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Modern Wealth Management’s Manulife Financial MFC Stock Holding History

Modern Wealth Management’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 		$274K Buy
7,867
+126
+2% +$4.54K ﹤0.01% 746
2025
Q4 		$281K Buy
7,741
+433
+6% +$14.7K 0.01% 701
2025
Q3 		$228K Buy
7,308
+205
+3% +$6.32K ﹤0.01% 733
2025
Q2 		$227K Buy
+7,103
New +$219K 0.01% 704

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

Modern Wealth Management's MFC Position: Q1 2026 in Review

Modern Wealth Management increased its Manulife Financial (MFC) stake by 1.6% in Q1 2026, buying an estimated $4.54K and bringing the position to 7,867 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Modern Wealth Management first reported a position in MFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Modern Wealth Management held 7,867 shares of Manulife Financial worth $274K as of Q1 2026.
  • Modern Wealth Management bought 126 Manulife Financial shares in Q1 2026, an estimated $4.54K.
  • Manulife Financial made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #746 holding.
  • Modern Wealth Management first reported a position in Manulife Financial in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Manulife Financial position peaked at $281K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.