Private Wealth Asset Management’s Manulife Financial MFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$83.4K Sell
2,422
-48
-2% -$1.73K 0.01% 352
2025
Q4
$89.6K Sell
2,470
-220
-8% -$7.47K 0.01% 344
2025
Q3
$83.8K Hold
2,690
0.01% 325
2025
Q2
$86K Buy
2,690
+60
+2% +$1.85K 0.01% 327
2025
Q1
$81.9K Buy
+2,630
New +$79.5K 0.01% 321

Other funds holding MFC

Private Wealth Asset Management's MFC Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Manulife Financial (MFC) stake by 1.9% in Q1 2026, selling an estimated $1.73K and leaving 2,422 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #352.

Private Wealth Asset Management first reported a position in MFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $89.6K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Private Wealth Asset Management held 2,422 shares of Manulife Financial worth $83.4K as of Q1 2026.
  • Private Wealth Asset Management sold 48 Manulife Financial shares in Q1 2026, an estimated $1.73K.
  • Manulife Financial made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #352 holding.
  • Private Wealth Asset Management first reported a position in Manulife Financial in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Manulife Financial position peaked at $89.6K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.