Manulife Financial Corporation
US ˙ NYSE ˙ CA56501R1064

SecurityMFC / Manulife Financial Corporation
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership194,430 shares
Latest Disclosed Value $ 6,696,167
Ritholtz Wealth Management reports 5.43% increase in ownership of MFC / Manulife Financial Corporation

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 194,430 shares of Manulife Financial Corporation (US:MFC) valued at $6,696,169 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 184,414 shares of Manulife Financial Corporation. This represents a change in shares of 5.43% during the quarter. The current value of the position is $7,421,393 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F MANULIFE FINL COM 56501R106 194,430 10,016 5.43 6,696 0.09 0.1162
2026-01-23 2025-12-31 13F MANULIFE FINL COM 56501R106 184,414 -244 -0.13 6,691 16.31 0.1221
2025-10-28 2025-09-30 13F MANULIFE FINL COM 56501R106 184,658 -1,591 -0.85 5,752 -3.36 0.1118
2025-07-28 2025-06-30 13F MANULIFE FINL COM 56501R106 186,249 -1,962 -1.04 5,953 1.54 0.1314
2025-04-17 2025-03-31 13F MANULIFE FINL COM 56501R106 188,211 -12,241 -6.11 5,863 -4.76 0.1751
2025-01-15 2024-12-31 13F MANULIFE FINL COM 56501R106 200,452 -5,294 -2.57 6,156 1.25 0.1808
2024-10-10 2024-09-30 13F MANULIFE FINL COM 56501R106 205,746 22,354 12.19 6,080 24.54 0.1832
2024-08-01 2024-06-30 13F MANULIFE FINL COM 56501R106 183,392 -1,662 -0.90 4,882 5.56 0.1611
2024-04-24 2024-03-31 13F MANULIFE FINL COM 56501R106 185,054 34,996 23.32 4,624 39.45 0.1595
2024-01-18 2023-12-31 13F MANULIFE FINL COM 56501R106 150,058 25,769 20.73 3,316 45.95 0.1286
2023-10-13 2023-09-30 13F MANULIFE FINL COM 56501R106 124,289 18,811 17.83 2,272 13.94 0.1020
2023-07-17 2023-06-30 13F MANULIFE FINL COM 56501R106 105,478 22,534 27.17 1,995 31.01 0.0897
2023-04-20 2023-03-31 13F MANULIFE FINL COM 56501R106 82,944 -16,737 -16.79 1,523 -14.40 0.0759
2023-01-19 2022-12-31 13F MANULIFE FINL COM 56501R106 99,681 -197 -0.20 1,778 13.61 0.0993
2022-10-19 2022-09-30 13F MANULIFE FINL COM 56501R106 99,878 23,777 31.24 1,565 18.65 0.0831
2022-07-15 2022-06-30 13F MANULIFE FINL COM 56501R106 76,101 73 0.10 1,319 -18.73 0.0831
2022-04-14 2022-03-31 13F MANULIFE FINL COM 56501R106 76,028 13,073 20.77 1,623 35.14 0.1097
2022-01-18 2021-12-31 13F MANULIFE FINL COM 56501R106 62,955 6,162 10.85 1,201 9.88 0.0747
2021-10-14 2021-09-30 13F MANULIFE FINL COM 56501R106 56,793 -4,316 -7.06 1,093 -9.22 0.0758
2021-07-20 2021-06-30 13F MANULIFE FINL COM 56501R106 61,109 -6,840 -10.07 1,204 -17.59 0.0867
2021-05-12 2021-03-31 13F MANULIFE FINL COM 56501R106 67,949 8,592 14.48 1,461 38.09 0.1216
2021-01-19 2020-12-31 13F MANULIFE FINL COM 56501R106 59,357 5,155 9.51 1,058 40.32 0.1013
2020-10-23 2020-09-30 13F MANULIFE FINL COM 56501R106 54,202 6,751 14.23 754 16.72 0.0847
2020-07-15 2020-06-30 13F MANULIFE FINL COM 56501R106 47,451 36,160 320.26 646 354.93 0.0832
2020-04-09 2020-03-31 13F MANULIFE FINL COM 56501R106 11,291 11,291 142 0.0228
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.