Position in GNW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,526
+$1,408 QoQ
Shares Held
478
+24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 366 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GNW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $331,564 across 14 Insurance - Life names. GNW ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
771 | $83,214 | |
| 2 | MFC |
Manulife Financial Corp
|
1,331 | $53,918 | |
| 3 | MET |
Metlife Inc
|
518 | $43,827 | |
| 4 | AFL |
Aflac Inc
|
368 | $43,148 | |
| 5 | UNM |
Unum Group
|
292 | $26,104 | |
| 6 | GL |
Globe Life Inc.
|
111 | $19,833 | |
| 7 | PRI |
Primerica, Inc.
|
44 | $12,504 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
410 | $10,901 |
All Filings in GNW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,526 | 478 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,118 | 384 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,440 | 381 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,385 | 268 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,092 | 269 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,282 | 322 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,880 | 269 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,842 | 269 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,570 | 260 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,671 | 260 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,736 | 260 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,482 | 253 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $940 | 188 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $873 | 174 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $756 | 143 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $367 | 105 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $190 | 54 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $241 | 64 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $109 | 27 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||