Cherry Tree Wealth Management’s Manulife Financial MFC Stock Holding History

Cherry Tree Wealth Management’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	-40	Closed	-$1.25K	–	691
2025 Q1	$1.25K	Hold	40	–	–	﹤0.01%	670
2024 Q4	$1.23K	Buy	+40	New	+$1.24K	﹤0.01%	565

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

Cherry Tree Wealth Management's MFC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Manulife Financial (MFC) in Q2 2025, closing a stake of 40 shares — an estimated $1.25K sold.

Cherry Tree Wealth Management first reported a position in MFC in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q1 2025. 732 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Manulife Financial position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 40 Manulife Financial shares in Q2 2025, an estimated $1.25K.
Cherry Tree Wealth Management first reported a position in Manulife Financial in Q4 2024 and held it in 2 quarters.
Cherry Tree Wealth Management's Manulife Financial position peaked at $1.25K in Q1 2025.
732 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.