Selective Wealth Management’s Manulife Financial MFC Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-8,650	Closed	-$278K	–	111
2025 Q3	$278K	Hold	8,650	–	–	0.09%	85
2025 Q2	$264K	Sell	8,650 -1,400	-14%	-$43.1K	0.1%	86
2025 Q1	$282K	Hold	10,050	–	–	0.12%	80
2024 Q4	$300K	Sell	10,050 -1,370	-12%	-$42.4K	0.12%	79
2024 Q3	$341K	Hold	11,420	–	–	0.14%	78
2024 Q2	$308K	Sell	11,420 -500	-4%	-$12.5K	0.14%	80
2024 Q1	$287K	Sell	11,920 -500	-4%	-$11.5K	0.12%	84
2023 Q4	$269K	Sell	12,420 -500	-4%	-$9.6K	0.14%	72
2023 Q3	$229K	Sell	12,920 -800	-6%	-$15.1K	0.13%	74
2023 Q2	$252K	Buy	+13,720	New	+$262K	0.13%	93
2022 Q4	$544K	Sell	28,526 -16,488	-37%	-$281K	0.29%	47
2022 Q3	$705K	Sell	45,014 -48,488	-52%	-$851K	0.3%	48
2022 Q2	$1.62M	Buy	93,502 +12	+0%	+$227	0.58%	31
2022 Q1	$2M	Sell	93,490 -5,989	-6%	-$123K	0.72%	24
2021 Q4	$1.9M	Sell	99,479 -989	-1%	-$19.1K	0.77%	23
2021 Q3	$1.93M	Sell	100,468 -37,491	-27%	-$729K	1.02%	18
2021 Q2	$2.71M	Sell	137,959 -50,720	-27%	-$1.06M	2.16%	9
2021 Q1	$4.06M	Sell	188,679 -5,492	-3%	-$109K	3.69%	7
2020 Q4	$3.45M	Buy	194,171 +18,009	+10%	+$287K	2.23%	13
2020 Q3	$2.45M	Buy	176,162 +4,012	+2%	+$57.4K	1.92%	13
2020 Q2	$2.34M	Buy	+172,150	New	+$2.17M	1.94%	13

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

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

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

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Selective Wealth Management's MFC Position: Q4 2025 in Review

Selective Wealth Management sold out of Manulife Financial (MFC) in Q4 2025, closing a stake of 8,650 shares — an estimated $278K sold.

Selective Wealth Management first reported a position in MFC in Q2 2020 and held it in 21 quarters. The position peaked at $4.06M in Q1 2021. 767 funds tracked by Wall St. Rank hold MFC as of Q4 2025.

Selective Wealth Management reported no remaining Manulife Financial position as of Q4 2025 after selling out during the quarter.
Selective Wealth Management sold 8,650 Manulife Financial shares in Q4 2025, an estimated $278K.
Selective Wealth Management first reported a position in Manulife Financial in Q2 2020 and held it in 21 quarters.
Selective Wealth Management's Manulife Financial position peaked at $4.06M in Q1 2021.
767 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2025.

Based on Selective Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.