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Pinnacle Wealth Planning Services’s Manulife Financial MFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$258K Sell
7,478
-634
-8% -$22.8K 0.03% 390
2025
Q4 		$294K Hold
8,112
– – 0.03% 334
2025
Q3 		$253K Buy
8,112
+1
+0% +$31 0.03% 375
2025
Q2 		$259K Sell
8,111
-934
-10% -$28.8K 0.03% 340
2025
Q1 		$282K Buy
9,045
+264
+3% +$7.98K 0.04% 279
2024
Q4 		$270K Hold
8,781
– – 0.04% 276
2024
Q3 		$259K Hold
8,781
– – 0.04% 348
2024
Q2 		$234K Hold
8,781
– – 0.03% 366
2024
Q1 		$219K Buy
+8,781
New +$202K 0.03% 394
2022
Q2 		– Sell
-11,819
Closed -$252K – 454
2022
Q1 		$252K Hold
11,819
– – 0.05% 314
2021
Q4 		$225K Buy
+11,819
New +$229K 0.04% 331
2021
Q1 		– Sell
-2,660
Closed -$47K – 1292
2020
Q4 		$47K Buy
+2,660
New +$42.5K 0.01% 830
2019
Q2 		– Sell
-11,112
Closed -$188K – 181
2019
Q1 		$188K Buy
+11,112
New +$181K 0.13% 151
2018
Q4 		– Sell
-26,819
Closed -$479K – 174
2018
Q3 		$479K Buy
26,819
+2,866
+12% +$52.1K 0.44% 77
2018
Q2 		$431K Buy
23,953
+673
+3% +$12.7K 0.42% 79
2018
Q1 		$432K Buy
23,280
+21,112
+974% +$423K 0.44% 77
2017
Q4 		$46K Buy
+2,168
New +$45.1K 0.09% 128

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
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

Pinnacle Wealth Planning Services's MFC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Manulife Financial (MFC) stake by 7.8% in Q1 2026, selling an estimated $22.8K and leaving 7,478 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #390.

Pinnacle Wealth Planning Services first reported a position in MFC in Q4 2017 and has held it in 17 quarters since. The position peaked at $479K in Q3 2018. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,478 shares of Manulife Financial worth $258K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 634 Manulife Financial shares in Q1 2026, an estimated $22.8K.
  • Manulife Financial made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #390 holding.
  • Pinnacle Wealth Planning Services first reported a position in Manulife Financial in Q4 2017 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Manulife Financial position peaked at $479K in Q3 2018.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.