Carolinas Wealth Consulting’s Manulife Financial MFC Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-169	Closed	-$5.26K	–	575
2025 Q1	$5.26K	Buy	169 +14	+9%	+$423	﹤0.01%	597
2024 Q4	$4.76K	Hold	155	–	–	﹤0.01%	651
2024 Q3	$4.58K	Hold	155	–	–	﹤0.01%	673
2024 Q2	$4.13K	Buy	155 +44	+40%	+$1.1K	﹤0.01%	679
2024 Q1	$2.77K	Buy	+111	New	+$2.55K	﹤0.01%	740
2022 Q3	–	Sell	-2,170	Closed	-$38K	–	921
2022 Q2	$38K	Hold	2,170	–	–	0.01%	367
2022 Q1	$46K	Buy	2,170 +435	+25%	+$8.91K	0.01%	366
2021 Q4	$33K	Hold	1,735	–	–	0.01%	420
2021 Q3	$33K	Hold	1,735	–	–	0.01%	400
2021 Q2	$34K	Buy	1,735 +970	+127%	+$20.3K	0.01%	416
2021 Q1	$16K	Buy	+765	New	+$15.2K	﹤0.01%	553

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 $115B AUM 41.58% 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

Carolinas Wealth Consulting's MFC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Manulife Financial (MFC) in Q2 2025, closing a stake of 169 shares — an estimated $5.26K sold.

Carolinas Wealth Consulting first reported a position in MFC in Q1 2021 and held it in 11 quarters. The position peaked at $46K in Q1 2022. 733 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Manulife Financial position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 169 Manulife Financial shares in Q2 2025, an estimated $5.26K.
Carolinas Wealth Consulting first reported a position in Manulife Financial in Q1 2021 and held it in 11 quarters.
Carolinas Wealth Consulting's Manulife Financial position peaked at $46K in Q1 2022.
733 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.