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Beverly Hills Private Wealth’s Manulife Financial MFC Stock Holding History

Beverly Hills Private Wealth’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 		$474K Sell
13,750
-675
-5% -$24.3K 0.08% 193
2025
Q4 		$523K Buy
14,425
+157
+1% +$5.33K 0.09% 172
2025
Q3 		$444K Buy
14,268
+7
+0% +$216 0.08% 201
2025
Q2 		$456K Sell
14,261
-1,188
-8% -$36.6K 0.09% 191
2025
Q1 		$481K Sell
15,449
-109
-0.7% -$3.29K 0.1% 184
2024
Q4 		$478K Sell
15,558
-586
-4% -$18.2K 0.1% 178
2024
Q3 		$477K Sell
16,144
-3,293
-17% -$88.5K 0.1% 193
2024
Q2 		$517K Sell
19,437
-1,558
-7% -$39K 0.11% 181
2024
Q1 		$525K Sell
20,995
-1,170
-5% -$26.9K 0.12% 185
2023
Q4 		$490K Sell
22,165
-844
-4% -$16.2K 0.13% 170
2023
Q3 		$421K Sell
23,009
-23,674
-51% -$448K 0.13% 176
2023
Q2 		$906K Buy
46,683
+22,792
+95% +$435K 0.15% 152
2023
Q1 		$439K Buy
23,891
+2,761
+13% +$52.5K 0.14% 165
2022
Q4 		$377K Buy
+21,130
New +$360K 0.16% 136

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1832 Asset Management
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National Bank of Canada
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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Geode Capital Management
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