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 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 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

PDS Planning's MFC Position: Q1 2026 in Review

PDS Planning held its Manulife Financial (MFC) position steady in Q1 2026 at 11,526 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #316.

PDS Planning first reported a position in MFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $418K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

PDS Planning held 11,526 shares of Manulife Financial worth $397K as of Q1 2026.
PDS Planning left its Manulife Financial share count unchanged in Q1 2026.
Manulife Financial made up 0.03% of PDS Planning's portfolio in Q1 2026, its #316 holding.
PDS Planning first reported a position in Manulife Financial in Q4 2023 and has held it in 10 quarters since.
PDS Planning's Manulife Financial position peaked at $418K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.