Avantax Advisory Services’s Manulife Financial MFC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$653K	Buy	20,417 +1,488	+8%	+$45.8K	﹤0.01%	1425
2025 Q1	$590K	Sell	18,929 -414	-2%	-$12.5K	﹤0.01%	1405
2024 Q4	$594K	Buy	19,343 +2,451	+15%	+$75.9K	﹤0.01%	1340
2024 Q3	$499K	Buy	16,892 +3,893	+30%	+$105K	﹤0.01%	1409
2024 Q2	$346K	Buy	12,999 +3,249	+33%	+$81.2K	﹤0.01%	1602
2024 Q1	$244K	Buy	+9,750	New	+$224K	﹤0.01%	1421
2020 Q4	–	Sell	-11,460	Closed	-$158K	–	1183
2020 Q3	$158K	Buy	+11,460	New	+$164K	﹤0.01%	1259

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Avantax Advisory Services's MFC Position: Q2 2025 in Review

Avantax Advisory Services increased its Manulife Financial (MFC) stake by 7.9% in Q2 2025, buying an estimated $45.8K and bringing the position to 20,417 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Avantax Advisory Services first reported a position in MFC in Q3 2020 and has held it in 7 quarters since. 733 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

Avantax Advisory Services held 20,417 shares of Manulife Financial worth $653K as of Q2 2025.
Avantax Advisory Services bought 1,488 Manulife Financial shares in Q2 2025, an estimated $45.8K.
Manulife Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1425 holding.
Avantax Advisory Services first reported a position in Manulife Financial in Q3 2020 and has held it in 7 quarters since.
733 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.