Montag & Associates’s Manulife Financial MFC Stock Holding History

Montag & Associates’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	$767K	Sell	22,279 -114	-0.5%	-$4.1K	0.04%	263
2025 Q4	$812K	Sell	22,393 -1,181	-5%	-$40.1K	0.04%	257
2025 Q3	$734K	Hold	23,574	–	–	0.03%	272
2025 Q2	$753K	Hold	23,574	–	–	0.04%	266
2025 Q1	$734K	Hold	23,574	–	–	0.04%	271
2024 Q4	$724K	Hold	23,574	–	–	0.03%	281
2024 Q3	$697K	Hold	23,574	–	–	0.03%	284
2024 Q2	$628K	Hold	23,574	–	–	0.03%	280
2024 Q1	$589K	Hold	23,574	–	–	0.03%	301
2023 Q4	$521K	Hold	23,574	–	–	0.03%	297
2023 Q3	$431K	Hold	23,574	–	–	0.03%	304
2023 Q2	$446K	Hold	23,574	–	–	0.03%	304
2023 Q1	$433K	Hold	23,574	–	–	0.03%	299
2022 Q4	$421K	Hold	23,574	–	–	0.03%	286
2022 Q3	$369K	Hold	23,574	–	–	0.03%	293
2022 Q2	$409K	Hold	23,574	–	–	0.03%	286
2022 Q1	$503K	Hold	23,574	–	–	0.03%	290
2021 Q4	$450K	Hold	23,574	–	–	0.02%	307
2021 Q3	$454K	Hold	23,574	–	–	0.02%	301
2021 Q2	$464K	Hold	23,574	–	–	0.02%	303
2021 Q1	$507K	Hold	23,574	–	–	0.03%	290
2020 Q4	$420K	Hold	23,574	–	–	0.03%	288
2020 Q3	$328K	Buy	23,574 +550	+2%	+$7.88K	0.03%	261
2020 Q2	$314K	Hold	23,024	–	–	0.03%	255
2020 Q1	$289K	Hold	23,024	–	–	0.03%	246
2019 Q4	$467K	Hold	23,024	–	–	0.04%	234
2019 Q3	$423K	Hold	23,024	–	–	0.04%	233
2019 Q2	$419K	Hold	23,024	–	–	0.04%	234
2019 Q1	$389K	Hold	23,024	–	–	0.04%	240
2018 Q4	$327K	Hold	23,024	–	–	0.04%	233
2018 Q3	$412K	Hold	23,024	–	–	0.04%	253
2018 Q2	$414K	Hold	23,024	–	–	0.04%	225
2018 Q1	$428K	Buy	+23,024	New	+$461K	0.04%	219

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

Montag & Associates's MFC Position: Q1 2026 in Review

Montag & Associates reduced its Manulife Financial (MFC) stake by 0.51% in Q1 2026, selling an estimated $4.1K and leaving 22,279 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #263.

Montag & Associates first reported a position in MFC in Q1 2018 and has held it in 33 quarters since. The position peaked at $812K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Montag & Associates held 22,279 shares of Manulife Financial worth $767K as of Q1 2026.
Montag & Associates sold 114 Manulife Financial shares in Q1 2026, an estimated $4.1K.
Manulife Financial made up 0.04% of Montag & Associates's portfolio in Q1 2026, its #263 holding.
Montag & Associates first reported a position in Manulife Financial in Q1 2018 and has held it in 33 quarters since.
Montag & Associates's Manulife Financial position peaked at $812K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.