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	–	1540
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 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's MFC Position: Q1 2025 in Review

Rise Advisors sold out of Manulife Financial (MFC) in Q1 2025, closing a stake of 30 shares — an estimated $937 sold.

Rise Advisors first reported a position in MFC in Q4 2021 and held it in 13 quarters. The position peaked at $6.84K in Q2 2024. 719 funds tracked by Wall St. Rank hold MFC as of Q1 2025.

Rise Advisors reported no remaining Manulife Financial position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 30 Manulife Financial shares in Q1 2025, an estimated $937.
Rise Advisors first reported a position in Manulife Financial in Q4 2021 and held it in 13 quarters.
Rise Advisors's Manulife Financial position peaked at $6.84K in Q2 2024.
719 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.