Personal CFO Solutions’s Manulife Financial MFC Stock Holding History

Personal CFO Solutions’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	$308K	Buy	8,941 +168	+2%	+$6.05K	0.04%	370
2025 Q4	$318K	Buy	8,773 +53	+0.6%	+$1.8K	0.05%	346
2025 Q3	$272K	Sell	8,720 -1,379	-14%	-$42.5K	0.05%	371
2025 Q2	$323K	Buy	10,099 +182	+2%	+$5.61K	0.06%	308
2025 Q1	$309K	Buy	9,917 +2	+0%	+$60	0.06%	308
2024 Q4	$304K	Sell	9,915 -781	-7%	-$24.2K	0.06%	320
2024 Q3	$316K	Sell	10,696 -54	-0.5%	-$1.45K	0.04%	404
2024 Q2	$286K	Sell	10,750 -406	-4%	-$10.2K	0.04%	402
2024 Q1	$279K	Buy	11,156 +30	+0.3%	+$689	0.04%	418
2023 Q4	$246K	Buy	11,126 +419	+4%	+$8.05K	0.04%	429
2023 Q3	$196K	Buy	10,707 +104	+1%	+$1.97K	0.04%	439
2023 Q2	$201K	Buy	+10,603	New	+$202K	0.04%	446

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

Personal CFO Solutions's MFC Position: Q1 2026 in Review

Personal CFO Solutions increased its Manulife Financial (MFC) stake by 1.9% in Q1 2026, buying an estimated $6.05K and bringing the position to 8,941 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #370.

Personal CFO Solutions first reported a position in MFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $323K in Q2 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Personal CFO Solutions held 8,941 shares of Manulife Financial worth $308K as of Q1 2026.
Personal CFO Solutions bought 168 Manulife Financial shares in Q1 2026, an estimated $6.05K.
Manulife Financial made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #370 holding.
Personal CFO Solutions first reported a position in Manulife Financial in Q2 2023 and has held it in 12 quarters since.
Personal CFO Solutions's Manulife Financial position peaked at $323K in Q2 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.