Orion Portfolio Solutions’s Manulife Financial MFC Stock Holding History

Orion Portfolio Solutions’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	$1.21M	Sell	39,000 -1,782	-4%	-$53.8K	0.01%	976
2024 Q4	$1.25M	Sell	40,782 -5,193	-11%	-$161K	0.01%	926
2024 Q3	$1.36M	Buy	45,975 +9,582	+26%	+$257K	0.01%	887
2024 Q2	$969K	Sell	36,393 -1,245	-3%	-$31.1K	0.01%	1011
2024 Q1	$941K	Sell	37,638 -1,209	-3%	-$27.8K	0.01%	1014
2023 Q4	$851K	Sell	38,847 -2,164	-5%	-$41.6K	0.01%	1017
2023 Q3	$750K	Sell	41,011 -93	-0.2%	-$1.76K	0.01%	1052
2023 Q2	$777K	Buy	41,104 +5,941	+17%	+$113K	0.01%	1050
2023 Q1	$646K	Buy	+35,163	New	+$669K	0.01%	1049
2020 Q1	–	Sell	-844	Closed	-$17K	–	2130
2019 Q4	$17K	Buy	+844	New	+$16.1K	﹤0.01%	827

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's MFC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Manulife Financial (MFC) stake by 4.4% in Q1 2025, selling an estimated $53.8K and leaving 39,000 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #976.

Orion Portfolio Solutions first reported a position in MFC in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2024. 718 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Orion Portfolio Solutions held 39,000 shares of Manulife Financial worth $1.21M as of Q1 2025.
Orion Portfolio Solutions sold 1,782 Manulife Financial shares in Q1 2025, an estimated $53.8K.
Manulife Financial made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #976 holding.
Orion Portfolio Solutions first reported a position in Manulife Financial in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Manulife Financial position peaked at $1.36M in Q3 2024.
718 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.