CPA
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Compass Planning Associates’s Manulife Financial MFC Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-191
Closed -$6.1K – 85
2025
Q2 		$6.1K Hold
191
– – 0.01% 107
2025
Q1 		$5.95K Hold
191
– – 0.01% 109
2024
Q4 		$5.87K Buy
+191
New +$5.92K 0.01% 113

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compass Planning Associates's MFC Position: Q3 2025 in Review

Compass Planning Associates sold out of Manulife Financial (MFC) in Q3 2025, closing a stake of 191 shares — an estimated $6.1K sold.

Compass Planning Associates first reported a position in MFC in Q4 2024 and held it in 3 quarters. The position peaked at $6.1K in Q2 2025. 706 funds tracked by Wall St. Rank hold MFC as of Q3 2025.

  • Compass Planning Associates reported no remaining Manulife Financial position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 191 Manulife Financial shares in Q3 2025, an estimated $6.1K.
  • Compass Planning Associates first reported a position in Manulife Financial in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Manulife Financial position peaked at $6.1K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.