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Essential Planning’s Manulife Financial MFC Stock Holding History

Essential Planning’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
Q1 		– Sell
-7,505
Closed -$234K – 216
2024
Q4 		$234K Buy
+7,505
New +$233K ﹤0.01% 300

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essential Planning's MFC Position: Q1 2025 in Review

Essential Planning sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 7,505 shares — an estimated $234K sold.

Essential Planning first reported a position in MFC in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 719 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

  • Essential Planning reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 7,505 Manulife Financial shares in Q1 2025, an estimated $234K.
  • Essential Planning first reported a position in Manulife Financial in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Manulife Financial position peaked at $234K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.