NewEdge Wealth’s Manulife Financial MFC Stock Holding History

NewEdge Wealth’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	$579K	Sell	16,825 -6,083	-27%	-$219K	0.01%	774
2025 Q4	$831K	Buy	22,908 +7,433	+48%	+$252K	0.01%	684
2025 Q3	$515K	Buy	15,475 +5,131	+50%	+$158K	0.01%	741
2025 Q2	$311K	Sell	10,344 -6,599	-39%	-$203K	﹤0.01%	824
2025 Q1	$528K	Buy	16,943 +425	+3%	+$12.8K	0.01%	634
2024 Q4	$507K	Sell	16,518 -1,120	-6%	-$34.7K	0.01%	634
2024 Q3	$521K	Buy	17,638 +7,963	+82%	+$214K	0.01%	609
2024 Q2	$258K	Sell	9,675 -19	-0.2%	-$475	0.01%	672
2024 Q1	$230K	Buy	9,694 +242	+3%	+$5.56K	0.01%	732
2023 Q4	$209K	Buy	+9,452	New	+$182K	0.01%	703

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

NewEdge Wealth's MFC Position: Q1 2026 in Review

NewEdge Wealth reduced its Manulife Financial (MFC) stake by 27% in Q1 2026, selling an estimated $219K and leaving 16,825 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #774.

NewEdge Wealth first reported a position in MFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $831K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

NewEdge Wealth held 16,825 shares of Manulife Financial worth $579K as of Q1 2026.
NewEdge Wealth sold 6,083 Manulife Financial shares in Q1 2026, an estimated $219K.
Manulife Financial made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #774 holding.
NewEdge Wealth first reported a position in Manulife Financial in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's Manulife Financial position peaked at $831K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.