GeoWealth Management’s Manulife Financial MFC Stock Holding History

GeoWealth 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	-653	Closed	-$20.3K	–	1267
2025 Q1	$20.3K	Buy	653 +163	+33%	+$4.92K	﹤0.01%	970
2024 Q4	$15K	Buy	490 +146	+42%	+$4.52K	﹤0.01%	1435
2024 Q3	$10.2K	Buy	+344	New	+$9.24K	﹤0.01%	1367

Other funds holding MFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $140B AUM 46.34% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

GeoWealth Management's MFC Position: Q2 2025 in Review

GeoWealth Management sold out of Manulife Financial (MFC) in Q2 2025, closing a stake of 653 shares — an estimated $20.3K sold.

GeoWealth Management first reported a position in MFC in Q3 2024 and held it in 3 quarters. The position peaked at $20.3K in Q1 2025. 733 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

GeoWealth Management reported no remaining Manulife Financial position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 653 Manulife Financial shares in Q2 2025, an estimated $20.3K.
GeoWealth Management first reported a position in Manulife Financial in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Manulife Financial position peaked at $20.3K in Q1 2025.
733 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.