Waverly Advisors’s Manulife Financial MFC Stock Holding History

Waverly Advisors’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	$3.22M	Buy	93,498 +409	+0.4%	+$14.7K	0.02%	526
2025 Q4	$3.38M	Buy	93,089 +79,131	+567%	+$2.69M	0.03%	465
2025 Q3	$435K	Buy	13,958 +122	+0.9%	+$3.76K	﹤0.01%	902
2025 Q2	$442K	Sell	13,836 -115	-0.8%	-$3.54K	﹤0.01%	836
2025 Q1	$435K	Buy	13,951 +649	+5%	+$19.6K	0.01%	815
2024 Q4	$409K	Buy	+13,302	New	+$412K	0.01%	731
2014 Q4	–	Sell	-1,188	Closed	-$23K	–	570
2014 Q3	$23K	Hold	1,188	–	–	0.01%	319
2014 Q2	$24K	Hold	1,188	–	–	0.01%	304
2014 Q1	$23K	Hold	1,188	–	–	0.01%	299
2013 Q4	$23K	Buy	+1,188	New	+$21.7K	0.01%	437

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

Waverly Advisors's MFC Position: Q1 2026 in Review

Waverly Advisors increased its Manulife Financial (MFC) stake by 0.44% in Q1 2026, buying an estimated $14.7K and bringing the position to 93,498 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #526.

Waverly Advisors first reported a position in MFC in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.38M in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Waverly Advisors held 93,498 shares of Manulife Financial worth $3.22M as of Q1 2026.
Waverly Advisors bought 409 Manulife Financial shares in Q1 2026, an estimated $14.7K.
Manulife Financial made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #526 holding.
Waverly Advisors first reported a position in Manulife Financial in Q4 2013 and has held it in 10 quarters since.
Waverly Advisors's Manulife Financial position peaked at $3.38M in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.