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Mount Yale Investment Advisors’s Manulife Financial MFC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-6
Closed -$192 – 1224
2025
Q2 		$192 Buy
+6
New +$185 ﹤0.01% 1455

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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's MFC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Manulife Financial (MFC) in Q3 2025, closing a stake of 6 shares — an estimated $192 sold.

Mount Yale Investment Advisors first reported a position in MFC in Q2 2025 and held it in 1 quarter. The position peaked at $192 in Q2 2025. 705 funds tracked by Wall St. Rank hold MFC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Manulife Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6 Manulife Financial shares in Q3 2025, an estimated $192.
  • Mount Yale Investment Advisors first reported a position in Manulife Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Manulife Financial position peaked at $192 in Q2 2025.
  • 705 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.