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Kingswood Wealth Advisors’s Manulife Financial MFC Stock Holding History

Kingswood Wealth Advisors’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
-11,385
Closed -$350K – 788
2024
Q4 		$350K Buy
+11,385
New +$353K 0.03% 554

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kingswood Wealth Advisors's MFC Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 11,385 shares — an estimated $350K sold.

Kingswood Wealth Advisors first reported a position in MFC in Q4 2024 and held it in 1 quarter. The position peaked at $350K in Q4 2024. 717 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,385 Manulife Financial shares in Q1 2025, an estimated $350K.
  • Kingswood Wealth Advisors first reported a position in Manulife Financial in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Manulife Financial position peaked at $350K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.