Principal Securities’s Manulife Financial MFC Stock Holding History

Principal Securities’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	$603K	Buy	17,496 +1,482	+9%	+$53.3K	0.01%	904
2025 Q4	$581K	Buy	16,014 +447	+3%	+$15.2K	0.01%	885
2025 Q3	$485K	Sell	15,567 -605	-4%	-$18.7K	0.01%	920
2025 Q2	$517K	Sell	16,172 -34	-0.2%	-$1.05K	0.01%	842
2025 Q1	$498K	Hold	16,206	–	–	0.01%	773
2024 Q4	$498K	Buy	16,206 +985	+6%	+$30.5K	0.01%	770
2024 Q3	$450K	Buy	15,221 +14	+0.1%	+$376	0.01%	793
2024 Q2	$405K	Buy	15,207 +1,099	+8%	+$27.5K	0.01%	779
2024 Q1	$353K	Buy	14,108 +3,382	+32%	+$77.7K	0.01%	801
2023 Q4	$237K	Buy	+10,726	New	+$206K	0.01%	879

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

Principal Securities's MFC Position: Q1 2026 in Review

Principal Securities increased its Manulife Financial (MFC) stake by 9.3% in Q1 2026, buying an estimated $53.3K and bringing the position to 17,496 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #904.

Principal Securities first reported a position in MFC in Q4 2023 and has held it in 10 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Principal Securities held 17,496 shares of Manulife Financial worth $603K as of Q1 2026.
Principal Securities bought 1,482 Manulife Financial shares in Q1 2026, an estimated $53.3K.
Manulife Financial made up 0.01% of Principal Securities's portfolio in Q1 2026, its #904 holding.
Principal Securities first reported a position in Manulife Financial in Q4 2023 and has held it in 10 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.