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Root Financial Partners’s Manulife Financial MFC Stock Holding History

Root Financial Partners’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 		$16.8K Sell
488
-332
-40% -$11.9K ﹤0.01% 1423
2025
Q4 		$29.8K Buy
820
+15
+2% +$509 ﹤0.01% 955
2025
Q3 		$25.1K Buy
+805
New +$24.8K ﹤0.01% 1001

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

Root Financial Partners's MFC Position: Q1 2026 in Review

Root Financial Partners reduced its Manulife Financial (MFC) stake by 40% in Q1 2026, selling an estimated $11.9K and leaving 488 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Root Financial Partners first reported a position in MFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.8K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

  • Root Financial Partners held 488 shares of Manulife Financial worth $16.8K as of Q1 2026.
  • Root Financial Partners sold 332 Manulife Financial shares in Q1 2026, an estimated $11.9K.
  • Manulife Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1423 holding.
  • Root Financial Partners first reported a position in Manulife Financial in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Manulife Financial position peaked at $29.8K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.