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PDS Planning’s Manulife Financial MFC Stock Holding History

PDS Planning’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
Q2 		$472K Buy
11,656
+130
+1% +$5.03K 0.03% 311
2026
Q1 		$397K Hold
11,526
– – 0.03% 316
2025
Q4 		$418K Sell
11,526
-37
-0.3% -$1.26K 0.03% 299
2025
Q3 		$360K Buy
11,563
+446
+4% +$13.8K 0.02% 324
2025
Q2 		$355K Buy
11,117
+464
+4% +$14.3K 0.03% 313
2025
Q1 		$332K Buy
10,653
+673
+7% +$20.3K 0.03% 299
2024
Q4 		$306K Buy
9,980
+136
+1% +$4.21K 0.03% 287
2024
Q3 		$291K Hold
9,844
– – 0.03% 301
2024
Q2 		$262K Buy
9,844
+20
+0.2% +$500 0.03% 295
2024
Q1 		$246K Buy
9,824
+601
+7% +$13.8K 0.03% 306
2023
Q4 		$204K Buy
+9,223
New +$177K 0.02% 334

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PDS Planning's MFC Position: Q2 2026 in Review

PDS Planning increased its Manulife Financial (MFC) stake by 1.1% in Q2 2026, buying an estimated $5.03K and bringing the position to 11,656 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #311.

PDS Planning first reported a position in MFC in Q4 2023 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • PDS Planning held 11,656 shares of Manulife Financial worth $472K as of Q2 2026.
  • PDS Planning bought 130 Manulife Financial shares in Q2 2026, an estimated $5.03K.
  • Manulife Financial made up 0.03% of PDS Planning's portfolio in Q2 2026, its #311 holding.
  • PDS Planning first reported a position in Manulife Financial in Q4 2023 and has held it in 11 quarters since.
  • 812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.