Triasima Portfolio Management inc. MFC — MANULIFE FINL CORP

Ownership history in Triasima Portfolio Management inc.  ·  12 quarters on record

AI Ownership Summary

Triasima Portfolio Management inc. reported MANULIFE FINL CORP (MFC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.85% in 2024 Q2. The latest visible filing shows MFC at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triasima Portfolio Management inc.'s position in MANULIFE FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MFC was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MFC stock page Triasima Portfolio Management inc. fund profile Triasima Portfolio Management inc. full holdings
How Triasima Portfolio Management inc. held MFC — position size vs. price
% of Fund (quarterly)    MFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 168,329 +153,236 +1015.3% 0.87% $5.8M 2026-04-24 $38.74
2025 Q4 ADDED — — — 15,093 +2,800 +22.8% 0.08% $549K 2026-02-02 $38.00
2025 Q3 REDUCED 94.3% +17.7% ❌ 12,293 -203,117 -94.3% 0.06% $383K 2025-10-29 $32.22
2025 Q2 REDUCED 40.5% -3.0% ✅ 215,410 -146,893 -40.5% 1.26% $6.9M 2025-07-23 $31.03
2025 Q1 REDUCED — — — 362,303 -14,911 -4.0% 2.22% $11.3M 2025-05-02 $30.95
2024 Q4 REDUCED 10.5% +2.5% ❌ 377,214 -44,194 -10.5% 2.25% $11.6M 2025-01-28 $29.31
2024 Q3 REDUCED 73.3% +4.6% ❌ 421,408 -1,159,680 -73.3% 2.80% $12.5M 2024-11-12 $31.27
2024 Q2 ADDED — — — 1,581,088 +455,088 +40.4% 3.85% $42.1M 2024-08-06 $23.43
2024 Q1 ADDED — — — 1,126,000 +1,081,500 +2430.3% 2.36% $28.1M 2024-04-26 $22.06
2023 Q4 REDUCED 97.5% +12.7% ❌ 44,500 -1,739,809 -97.5% 0.08% $985K 2024-01-29 $20.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MFC

As of 2026 Q1 — sorted by position size

Cardinal Capital Management, Inc. 3Y 7Y 4.33% Value Partners Investments Inc. 3Y 3.98% GRACE & WHITE INC /NY 3Y 7Y 2.49% JCIC Asset Management Inc. 3Y 7Y 2.26% Gold Investment Management Ltd. 2.19% BayBridge Capital Group, LLC 1.17% Addenda Capital Inc. 3Y 7Y 1.03% Cardinal Point Capital Management ULC 0.99% CIDEL ASSET MANAGEMENT INC 3Y 7Y 0.78% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 0.71%

FAQ About Triasima Portfolio Management inc. and MFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triasima Portfolio Management inc. reported owning MFC?

Triasima Portfolio Management inc. reported MFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MFC position in Triasima Portfolio Management inc.'s portfolio?

The largest reported portfolio weight for MFC was 3.85% in 2024 Q2.

What is the latest reported MFC position on this page?

The most recent filing on this page is 2026 Q1, when Triasima Portfolio Management inc. reported 168,329 shares, equal to 0.87% of portfolio, with an estimated market value of $5.8M.

What does the chart on this MFC ownership page compare?

The chart compares Triasima Portfolio Management inc.'s quarterly MFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triasima Portfolio Management inc. time their MFC position?

Based on 13F filing dates vs. subsequent MFC price moves, Triasima Portfolio Management inc. correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on MFC relative to SPY over the holding period was +9.7%.

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