Cyndeo Wealth Partners’s Manulife Financial MFC Stock Holding History

Cyndeo Wealth Partners’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	–	Sell	-6,986	Closed	-$253K	–	506
2025 Q4	$253K	Buy	6,986 +4	+0.1%	+$136	0.01%	425
2025 Q3	$217K	Sell	6,982 -232	-3%	-$7.15K	0.01%	449
2025 Q2	$231K	Sell	7,214 -66	-0.9%	-$2.03K	0.01%	432
2025 Q1	$227K	Sell	7,280 -5,036	-41%	-$152K	0.01%	419
2024 Q4	$378K	Sell	12,316 -932	-7%	-$28.9K	0.03%	336
2024 Q3	$391K	Sell	13,248 -229,725	-95%	-$6.17M	0.03%	328
2024 Q2	$6.47M	Buy	242,973 +10,270	+4%	+$257K	0.51%	55
2024 Q1	$5.82M	Sell	232,703 -11,938	-5%	-$274K	0.48%	64
2023 Q4	$5.41M	Buy	244,641 +37,659	+18%	+$723K	0.5%	58
2023 Q3	$3.78M	Buy	206,982 +8,933	+5%	+$169K	0.39%	86
2023 Q2	$3.75M	Buy	+198,049	New	+$3.78M	0.39%	88

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cyndeo Wealth Partners's MFC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Manulife Financial (MFC) in Q1 2026, closing a stake of 6,986 shares — an estimated $253K sold.

Cyndeo Wealth Partners first reported a position in MFC in Q2 2023 and held it in 11 quarters. The position peaked at $6.47M in Q2 2024. 773 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Cyndeo Wealth Partners reported no remaining Manulife Financial position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 6,986 Manulife Financial shares in Q1 2026, an estimated $253K.
Cyndeo Wealth Partners first reported a position in Manulife Financial in Q2 2023 and held it in 11 quarters.
Cyndeo Wealth Partners's Manulife Financial position peaked at $6.47M in Q2 2024.
773 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.