Rise Advisors’s Manulife Financial MFC Stock Holding History

Rise 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	-30	Closed	-$937	–	1542
2024 Q4	$937	Hold	30	–	–	﹤0.01%	1085
2024 Q3	$894	Sell	30 -227	-88%	-$6.1K	﹤0.01%	1168
2024 Q2	$6.84K	Buy	257 +205	+394%	+$5.13K	﹤0.01%	1058
2024 Q1	$1.29K	Buy	52 +1	+2%	+$23	﹤0.01%	1165
2023 Q4	$1.13K	Hold	51	–	–	﹤0.01%	510
2023 Q3	$923	Buy	51 +1	+2%	+$19	﹤0.01%	546
2023 Q2	$944	Sell	50 -52	-51%	-$993	﹤0.01%	580
2023 Q1	$1.87K	Buy	102 +1	+1%	+$19	﹤0.01%	581
2022 Q4	$1.79K	Buy	101 +2	+2%	+$34	﹤0.01%	586
2022 Q3	$2K	Buy	99 +1	+1%	+$18	﹤0.01%	558
2022 Q2	$2K	Buy	98 +1	+1%	+$19	﹤0.01%	569
2022 Q1	$2K	Buy	97 +51	+111%	+$1.04K	﹤0.01%	541
2021 Q4	$886	Buy	+46	New	+$890	﹤0.01%	603

Other funds holding MFC

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $97.7B 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 $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM