SVB Wealth’s Manulife Financial MFC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-6,075	Closed	-$189K	–	1160
2025 Q1	$189K	Sell	6,075 -6,815	-53%	-$206K	0.01%	314
2024 Q4	$396K	Buy	+12,890	New	+$399K	0.01%	481
2024 Q3	–	Sell	-12,801	Closed	-$341K	–	371
2024 Q2	$341K	Buy	12,801 +4,427	+53%	+$111K	0.01%	526
2024 Q1	$209K	Buy	+8,374	New	+$192K	﹤0.01%	749
2023 Q4	–	Sell	-15,184	Closed	-$278K	–	921
2023 Q3	$278K	Sell	15,184 -3,273	-18%	-$61.9K	0.01%	635
2023 Q2	$349K	Sell	18,457 -590	-3%	-$11.3K	0.01%	606
2023 Q1	$350K	Buy	19,047 +3,198	+20%	+$60.8K	﹤0.01%	664
2022 Q4	$283K	Sell	15,849 -5,209	-25%	-$88.8K	﹤0.01%	765
2022 Q3	$330K	Buy	+21,058	New	+$369K	﹤0.01%	661
2021 Q4	–	Sell	-42,999	Closed	-$827K	–	901
2021 Q3	$827K	Sell	42,999 -483	-1%	-$9.39K	0.01%	444
2021 Q2	$856K	Sell	43,482 -531	-1%	-$11.1K	0.01%	425
2021 Q1	$946K	Buy	44,013 +1,404	+3%	+$28K	0.01%	363
2020 Q4	$759K	Buy	42,609 +6,108	+17%	+$97.5K	0.01%	376
2020 Q3	$507K	Buy	36,501 +4,402	+14%	+$63K	0.01%	399
2020 Q2	$437K	Buy	32,099 +21,449	+201%	+$270K	0.01%	384
2020 Q1	$134K	Buy	+10,650	New	+$185K	﹤0.01%	484

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

SVB Wealth's MFC Position: Q2 2025 in Review

SVB Wealth sold out of Manulife Financial (MFC) in Q2 2025, closing a stake of 6,075 shares — an estimated $189K sold.

SVB Wealth first reported a position in MFC in Q1 2020 and held it in 16 quarters. The position peaked at $946K in Q1 2021. 733 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

SVB Wealth reported no remaining Manulife Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 6,075 Manulife Financial shares in Q2 2025, an estimated $189K.
SVB Wealth first reported a position in Manulife Financial in Q1 2020 and held it in 16 quarters.
SVB Wealth's Manulife Financial position peaked at $946K in Q1 2021.
733 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.