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	–	1161
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

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

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

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC World Market

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