Concord Wealth Partners

Position in MET — Metlife Inc

CIK 1814214 ABINGDON, VA

Position in MET

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$50,427

+$24,062 QoQ

Shares Held

596

+78.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,188

of 1,434 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $1,578,039 across 4 Insurance - Life names. MET ranks #2 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	12,825	$1,503,731
2	MET	Metlife Inc This page	596	$50,427
3	PRU	Prudential Financial Inc	216	$23,312
4	BHF	Brighthouse Financial, Inc.	9	$569

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,427	596	+78.4%	Shares	Sole	2026-07-27
2025-12-31	$26,365	334	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$27,429	333	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$26,619	331	+5.1%	Shares	Sole	2025-07-25
2025-03-31	$25,291	315	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$25,710	314	-9.8%	Shares	Sole	2025-01-24
2024-09-30	$28,703	348	-14.5%	Shares	Sole	2024-10-24
2024-06-30	$28,567	407	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$30,014	405	-91.0%	Shares	Sole	2024-04-30
2023-12-31	$296,394	4,482	-6.4%	Shares	Sole	2024-04-30
2023-09-30	$301,275	4,789	+378.4%	Shares	Sole	2024-04-30
2023-06-30	$56,586	1,001	+57.1%	Shares	Sole	2023-08-08
2023-03-31	$36,907	637	-56.1%	Shares	Sole	2023-04-26
2022-12-31	$105,008	1,451	-73.1%	Shares	Sole	2023-01-30
2022-09-30	$328,029	5,397	-12.9%	Shares	Sole	2022-11-10
2022-06-30	$388,858	6,193	+11.1%	Shares	Sole	2022-08-04
2022-03-31	$391,881	5,576	+7.6%	Shares	Sole	2022-04-20
2021-12-31	$323,823	5,182	+287.9%	Shares	Sole	2022-01-21
2021-09-30	$82,471	1,336	-64.5%	Shares	Sole	2021-11-09
2021-06-30	$225,275	3,764	+213.1%	Shares	Sole	2021-07-29
2021-03-31	$73,069	1,202	+1178.7%	Shares	Sole	2021-05-13
2020-12-31	$4,413	94	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.