Wealthspire Advisors (New York)’s Manulife Financial MFC Stock Holding History

Wealthspire Advisors (New York)’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	$202K	Sell	5,862 -9,220	-61%	-$332K	﹤0.01%	868
2025 Q4	$547K	Sell	15,082 -664	-4%	-$22.5K	﹤0.01%	579
2025 Q3	$490K	Sell	15,746 -795	-5%	-$24.5K	﹤0.01%	539
2025 Q2	$529K	Buy	16,541 +42	+0.3%	+$1.29K	﹤0.01%	528
2025 Q1	$514K	Sell	16,499 -675	-4%	-$20.4K	﹤0.01%	510
2024 Q4	$527K	Buy	17,174 +170	+1%	+$5.27K	0.01%	501
2024 Q3	$502K	Buy	17,004 +1,447	+9%	+$38.9K	0.01%	499
2024 Q2	$414K	Hold	15,557	–	–	0.01%	468
2024 Q1	$389K	Hold	15,557	–	–	0.01%	472
2023 Q4	$344K	Buy	15,557 +394	+3%	+$7.57K	﹤0.01%	495
2023 Q3	$277K	Buy	15,163 +4,085	+37%	+$77.2K	﹤0.01%	501
2023 Q2	$209K	Buy	+11,078	New	+$212K	﹤0.01%	523
2019 Q1	–	Sell	-996	Closed	-$14K	–	500
2018 Q4	$14K	Buy	+996	New	+$15.8K	﹤0.01%	420

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 $115B AUM 41.58% 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 $38B AUM 39.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s MFC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Manulife Financial (MFC) stake by 61% in Q1 2026, selling an estimated $332K and leaving 5,862 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Wealthspire Advisors (New York) first reported a position in MFC in Q4 2018 and has held it in 13 quarters since. The position peaked at $547K in Q4 2025. 771 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Wealthspire Advisors (New York) held 5,862 shares of Manulife Financial worth $202K as of Q1 2026.
Wealthspire Advisors (New York) sold 9,220 Manulife Financial shares in Q1 2026, an estimated $332K.
Manulife Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #868 holding.
Wealthspire Advisors (New York) first reported a position in Manulife Financial in Q4 2018 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Manulife Financial position peaked at $547K in Q4 2025.
771 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.